We are excited to invite you to an exclusive webcast that could transform the way you protect your family’s assets and financial future. Mark your calendar for:

  • Event: Powerful Trust Designs and Structures for Family Enterprises: The Need for Flexibility
  • Date: October 12, 2023
  • Time: 12:00 PM Pacific Tim
  • Duration: 1 Hour

In this webcast, you will learn about modern trust designs and structures that can help you achieve your estate planning goals. We will discuss a variety of topics, including:

  • The directed trust structure
  • Trust protectors
  • Asset protection
  • Perpetual trusts
  • Moving/modifying existing trusts
  • Modern trust inclusions

Our keynote speakers are experts in trust planning and estate law, and they will share their insights on how to create a trust that is tailored to your specific needs.

This webcast is perfect for anyone who is interested in learning more about trust planning, including:

  • Individuals
  • Families
  • Businesses
  • Professionals

Click below to register:




We look forward to welcoming you on October 12th for a power-packed hour of knowledge sharing and actionable strategies.

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The need for fact-based reporting of issues important to family offices and successful individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.

Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.

Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.

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