Family Enterprise USA hosts and Policy and Taxation Group Experts Provide Insights
-- Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcasts with Brown & Streza, Dividend Assets Capital
Family Enterprise USA hosts and Policy and Taxation Group Experts Provide Insights
The fundamentals of estate planning for high-net-worth families and the complex tax landscape on Capitol Hill are featured in two new webcast videos featuring experts from the law firm Brown & Streza and wealth management advisors Dividend Asset Capital.
The Brown & Streza webcast, hosted by Family Enterprise USA with President Pat Soldano moderating, is entitled, “Estate Planning for High-Net Worth Families: Beyond the Basics,” features Michael Offenheiser, estate planning leader from Irvine, Calif.-based Brown & Streza, presents fundamental estate planning for high-net-worth families and explains how effective estate planning for wealthy families requires more than basic wills and trusts. He also discusses robust and flexible trust structures, incorporating directed trustee structures, and integrating irrevocable trusts, among other topics
To view the webinar go to: Family Enterprise USA Webcast.
Dividend Capital Assets
The Dividend Capital Assets-hosted webinar features Jim Haley, Chief Executive Officer, Dividend Assets Capital, Ridgeland, S.C., discussing insights into key legislative developments, regulatory trends, and potential tax policy changes that could impact high-net-worth individuals, family businesses, and estate planning strategies.
The webcast features Policy and Taxation Group experts John Gugliada, Director of Engagement, Policy and Taxation Group, Russ Sullivan, tax expert and partner in the law and government relations firm Brownstein, and Soldano, who is also President of Policy and Taxation Group.
To view the webinar go to: Policy and Taxation Group Webinar.
Beyond Basics
The Brown & Streza webinar features Offenheiser detailing fundamental estate planning for high-net-worth families and showing how effective estate planning for wealthy families requires more than basic wills and trusts.
Offenheiser talks about creating robust and flexible trust structures, incorporating directed trustee structures, integrating irrevocable trusts, and using powers of appointment.
He also discusses the importance of avoiding probate and conservatorship, tax-efficient planning, and protecting assets from creditors, estate taxes, and divorce. In addition, he addresses the complexities of managing wealth across generations, including business succession planning and the integration of complex assets.
Impacts of Legislation
In the Dividend Assets Capital webinar, CEO Haley discusses how key legislative developments, regulatory trends, and potential tax policy changes impact high-net-worth individuals, family businesses, and estate planning strategies.
“As part of our ongoing commitment to keeping clients informed and prepared, this webcast serves as a platform for analysis on how political shifts may influence financial and wealth management decisions moving forward,” says Haley in describing the webinar.
Family Enterprise USA, and its sister policy organization, Policy and Taxation Group, educate and advocate on behalf of family-owned businesses, family offices, and successful families on tax and economic policy issues with Congress.
About Family Enterprise USA
Family Enterprise USA promotes family-owned business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington, D.C. FEUSA represents and celebrates all sizes, professions and industries of family-owned enterprises and multi-generational employers. FEUSA is a 501.C3 organization. For more information go to: www.familyenterpriseusa.com
About Policy and Taxation Group
Policy and Taxation Group (PATG) is the Voice in Washington, D.C., of Family Offices and Successful families. PATG is focused exclusively on the Tax and Economic Issues that impact them. Since 1995, PATG has been the leading advocacy group working to reduce and eliminate estate, gift, and GST taxes while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hard work and success. PATG is a 501(c)(4) organization comprised of families directly or indirectly impacted by these harmful taxes and regulations. For more information or to support, see www.policyandtaxationgroup.com
About the company: About Family Enterprise USA Family Enterprise USA promotes family-owned business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington, D.C. FEUSA represents and celebrates all sizes, professions and industries of family-owned enterprises and multi-generational employers. FEUSA is a 501.C3 organization. For more information go to: www.familyenterpriseusa.com About Policy and Taxation Group Policy and Taxation Group (PATG) is the Voice in Washington, D.C., of Family Offices and Successful families. PATG is focused exclusively on the Tax and Economic Issues that impact them. Since 1995, PATG has been the leading advocacy group working to reduce and eliminate estate, gift, and GST taxes while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hard work and success. PATG is a 501(c)(4) organization comprised of families directly or indirectly impacted by these harmful taxes and regulations. For more information or to support, see www.policyandtaxationgroup.com
Contact Info:
Name: Bob Chew
Email: Send Email
Organization: Family Enterprise USA
Website: https://familyenterpriseusa.com
Video URL: https://www.youtube.com/@familyenterpriseusa5848
Release ID: 89165472
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