Wendroff & Associates will be hosting the seminar Asset Protection and Estate Planning for High Net Worth Individuals on February 3 from 6:00 to 7:45 pm. The seminar, which will be presented with Ryan Brown, PLLC, an Arlington law firm focusing on Business Law, Trusts and Estate Planning, will feature specific estate planning information on trusts, the gift tax, special considerations for business owners and more. This seminar was created to provide an opportunity for affluent individuals to meet with an experienced estate planning attorney and CPA to learn more about their asset protection options.
“Estate planning is more than writing a will. Done right, estate planning can help you organize your assets to help avoid family strive and prevent a majority of your estate from going to the government,” says Brian Wendroff, Managing Partner for Wendroff & Associates, LLC. “And we feel very fortunate to have the opportunity to host this timely seminar with Ryan Brown, he’s an exceptional estate planning attorney and his presentation is actionable and insightful.”
The Asset Protection and Estate Planning Seminar will discuss the following topics:
• What You Need to Know about Probate, Wills and Powers of Attorney
• Overview of Trusts: Testamentary Trusts, Revocable (“Living”) Trusts, Irrevocable Asset Protection Trusts, Irrevocable Life Insurance Trusts
• How to Properly Leverage the Gift Tax and the Generation Skipping Transfer Tax
• What are Asset Freezing Transactions
• Special Considerations for Business Owners
• Tax Planning Issues to Consider
• Q&A Session
The seminar will be held at WendroffCPA Offices located at 2300 Ninth Street, South, Suite 305, Arlington. Business owners and individuals who would like an opportunity to engage with an Attorney or CPA to discuss Estate and Tax Planning issues are invited to attend. Light refreshments will be served, and seating is limited to 15 participants. To reserve your seat, please contact Darren Wendroff at email@example.com or register above.