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42 Slides available anytime
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Getting Creative With Estate Planning

 

Learn how to create a pass of wealth from generation to generation without interfering with transfer taxes.

The estate planning process in today’s hectic and fast-paced world has become largely impersonal. Practitioners tend to focus solely on financial rates of return and tax minimization strategies without any thought to the client’s actual goals or objectives. Modern estate planning from a 'number only' perspective can be a major disservice to clients and their families. In many instances, it can make a client’s true objectives to preserve wealth long-term more difficult to obtain. This material helps practitioners first understand client objectives and then presents unique tools and strategies to tailor and craft plans that reach those objectives over multiple generations. The content will specifically take a look at the Dynasty Trust as a vehicle to help preserve client wealth and communicate values over multiple generations.

Agenda

Faculty

Jeffrey D. Steed

Kirton McConkie PC

  • Member of Kirton McConkie’s Tax and International practice sections
  • Practice emphasizes a combination of tax, legal and financial strategies for both domestic and foreign clients
  • Advises an exclusive private clientele in regard to their estates, private businesses, trusts, and charities
  • Has participated as an expert witness in estate and trust controversy cases – including matters involving foreign trusts and trusts for foreign persons
  • Involved in sophisticated planning for private enterprise and charity -- including all aspects of entity formation, capitalization, planning, structure, and governance
  • Frequent speaker on topics involving areas of estate planning, cross-border finance, private enterprise, trusts, asset protection, nonprofits, foreign investment, and multi-jurisdictional practice
  • Recognized as one of Utah’s Legal Elite for estate planning and nonprofit and as a Mountain States Super Lawyer for estate planning and taxation
  • Adjunct law professor at the University of Utah, S.J. Quinney College of Law
  • J.D. degree, cum laude, University of Utah, S.J. Quinney College of Law; LL.M. degree, summa cum laude, Thomas Jefferson School of Law; B.A. degree, magna cum laude, Utah State University, Huntsman School of Business
  • Can be contacted at 801-328-3600 or [email protected]

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