WP90X: Family, Government and Charity – Your Allocation Decision
Tuesday, September 16, 2025 @ 8:00 AM PT
Details
Estate planning decisions can be difficult to wrestle for affluent and ultra-affluent family groups. How much is too much to leave to children? How do we navigate through the issues of what’s equal and what is fair (active vs. inactive children)? How can we maximize GST-exempt assets we pass on? Is it possible to disinherit the government? How do we optimize control and flexibility while keeping things relatively simple?
We will explore estate and philanthropic planning techniques tailored to meet specific family goals, supported by a real-world case study. The session will also highlight the strategic role of life insurance in funding GST-exempt and non-exempt allocations, with insights into tax, cash flow and implementation strategies.
Session Overview
This 90-minute presentation, led by Ryan Barradas and Michael Kenneth, will delve into zero estate tax plans and the flexibility of plan designs tailored for affluent and ultra-affluent families with complex, yet common fact patterns. The presentation will cover estate and philanthropic planning techniques, focusing on how to design and implement solutions that align with each family’s unique objectives. A case study will exhibit these strategies in action and illustrate how baseline and scenario modeling can help families efficiently navigate these seemingly difficult decisions.
What:
Family, Government and Charity – Your Allocation Decision
When:
Tuesday, September 16, 2025, at 8:00 am Pacific Time
Where:
Zoom Video Conference
CPE:
One (1) hour of NASBA* CPE or CFP credit will be offered (see below for more information)
Learning Objectives
- The importance of deep client discovery
- Establishing global macro goals and collaboration with the advisor team
- Establishing baseline financial modeling
- Scenario modeling of strategies based on client objectives
- Summarize the plan and define implementation
Continuing Education Information
- This program qualifies for one hour of NASBA CPE and/or CE credit
- Prerequisites: none
- Advanced preparation: none
- Program level: basic
- NASBA field of study is Specialized Knowledge
- Delivery method: Group Internet Based
- There is no cost for this presentation or to obtain CE and/or CPE credit
- For more information regarding administrative policies such as complaint and refund, please contact Shelley Forman at (602) 559-5389
- WealthPoint, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
- Certificates for CPE and/or CE credit will be provided within 30 days after the webinar
