Join us for this three‑day webinar series designed to equip advisors with the latest strategies, insights, and planning techniques for large estates. Each session delivers expert guidance you can put to work immediately.
July 16, 2026
Session 1: (2:00-3:00pm ET)
SLATitudes of Love: Planning with Spousal Lifetime Access Trusts
This session will examine key considerations and best practices for using gift and generation-skipping transfer tax exemptions to create spousal lifetime access trusts (“SLATs”), leveraging the grantor trust rules, maximizing future flexibility and optionality through thoughtful trust design, and addressing issues that arise in the context of divorce.
Speakers: Wendy Goffe & Kim Kamin
Session 2: (3:00-4:00pm ET)
Use of Asset Protection Trusts for Tax Planning Purpose
Asset protection has become an important aspect of estate planning for ultra-wealthy clients who sometimes feel like they have a target on their back. This session will discuss the use of self-settled asset protection trusts. The speaker will provide an overview of how these trusts work, when such trusts might be desirable for an UHNW client, and how self-settled asset protection trusts can be designed to achieve certain tax benefits in the current estate planning environment.
Speaker: Michael Gordon
July 23, 2026
Session 1: (2:00-3:00pm ET)
Business Succession Planning
This session will address issues for significant closely held businesses, including family dynamics, generational challenges, and insurance-funded buy-sells post-Connelly.
Speaker: Josh Husbands
Session 2: (3:00-4:00pm ET)
QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA
This presentation will cover the basics of qualified small business stock (QSBS) under section 1202, address changes after the One Big Beautiful Bill Act, show you how founders can “stack” multiple capital gain exclusions among family members, examine how non-grantor trusts can be the ultimate tool for QSBS planning to protect family members and minimize state income taxes, and discuss the challenges in non-grantor trust drafting compared to the more commonly used irrevocable grantor trusts.
Speaker: Justin Miller
July 30, 2026
Session 1: (2:00-3:00pm ET)
Skipping Ahead Without Tripping: Hot Issues in GST Planning
This session will discuss hot topics relating to generation skipping transfer taxes such as:
Automatic allocation versus affirmative allocation;
Relief for missed allocations;
Lifetime gifts with formula divisions and qualified severances;
Suggested trust design to avoid GST allocations risking arguments for 2036;
GST considerations when modifying or decanting trusts;
Speakers: Carol Harrington & Nate Brown
Session 2: (3:00-4:00pm ET)
Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts
Increasingly planners are including charities as potential beneficiaries of both old and new family trusts. Making distributions to charities from these trusts can help manage income taxation, correct for overly successful trust planning, and provide alternative vehicles for family philanthropy. However, continued IRS hostility to the 642(c) deduction, as well as recent changes in tax law, may cause unexpected headaches for trustees and beneficiaries. The speakers will discuss possibilities and pitfalls in utilizing the 642(c) deduction, as well as alternatives for trustees and beneficiaries looking for options to allow their trusts to have impact beyond family wealth.
Speakers: Kim Kamin & Brad Bedingfield
CLE, CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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