How to Leave Assets Tax‑Free: Advanced Estate‑Planning Strategies (CFP® CE Eligible)

Date & Time:
July 24, 2025 | 10am PT / 1pm ET

Join Dave Haughton, J.D., Senior Counsel at Wealth.com, for a concise, high‑impact webinar that shows advisors how to help families move wealth across generations with little or no transfer‑tax drag. Drawing on recent case studies and the latest exemption‑sunset projections, Dave unpacks the most effective trust designs, lifetime‑gift tactics, and charitable techniques for minimizing estate, gift, and GST taxes—then demonstrates how to capture those strategies in a living, collaborative estate plan your clients can actually understand.

In just 60 minutes, you’ll discover how tax‑aware estate planning can deepen client relationships, differentiate your practice, and safeguard legacies for decades to come.

You’ll Learn:

• How to calculate a client’s projected estate‑tax exposure—and the ticking‑clock impact of the 2026 exemption sunset
• Which wealth‑transfer vehicles (GRATs, SLATs, dynasty trusts, and more) pair best with different asset types and family goals
• Practical charitable‑giving structures that simultaneously shrink taxable estates and advance philanthropic intent
• A step‑by‑step framework for weaving lifetime gifts, trust distributions, and beneficiary designations into one coherent plan
• Tips for using Wealth.com to keep all stakeholders aligned and documents up to date—without endless email threads