White Paper

5 Pages
  • 5 Pages

Estate Planning: It Is Not Just About Preserving Wealth


Estate planning is not just for high net worth individuals.

Unfortunately, many believe you must have a high net worth in order to concern yourself with estate planning, in part due to the ever increasing estate tax exemption. Between that and the enactment of portability laws, fewer people use estate planning techniques available to them. A common opinion is that estate planning is for people who want to limit exposure to estate taxes, and in reality estate planning is so much more than just passing wealth on from generation to generation.



Peter H. Wayne, IV

Peter H. Wayne, IV

Advocacy Trust

  • Corporate Counsel to Advocacy Trust and its affiliated companies
  • Practice focuses on assisting clients with personal, estate and business planning needs
  • Recently selected by Louisville’s Business First as a Forty Under 40 member for 2016, and while in private practice, was selected as one of Louisville’s “Top Lawyers” in the area of Elder Law by Louisville magazine in 2014
  • Frequent speaker for local, regional and national organizations and associations
  • Writer of several publications related settlement and special needs planning
  • J.D. degree, Chase College of Law, Northern Kentucky University; B.S. degree in finance, Miami of Ohio
  • Can be contacted at 502-715-2823 or [email protected]
No photo available

Peter H. Wayne, IV

Advocacy Trust

Peter Wayne serves as counsel to Advocacy Trust, while also serving as an administrative and business development officer for the Forge Companies. Peter originally served as a settlement planner and attorney for Forge Consulting from March 2009 until November 2011 and then returned to the Forge Companies after gaining experience as an estate planning lawyer at Wyatt, Tarrant & Combs, LLP, a large regional law firm, and as an administrative and business development officer at Stock Yards Bank & Trust Company, both located in Louisville, Kentucky.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.