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EST2334 - Thinking Out Loud – Cutting Edge Ideas, Practical Applications and Issues

‐ Jun 8, 2023 4:15pm

This program will explore a number of creative ways to consider "supercharging" existing family planning structures by combining a number of techniques. Various topics to be covered include leveraged planning with less-efficient and more-efficient trusts with sales and preferred partnerships, planning to elongate multigenerational structures by way of "up-generation" and "down-generation" planning, "Vertical" and "Non-Vertical" carried interest transfer planning and other ideas.

Learning Objectives:

  • Evaluate different ways to build up existing family structures.
  • Asses how existing family structures can become more efficient from a multi-generational perspective.





Concurrent Session Onsite and Online

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