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May 30, 2025 | 10:00 AM – 11:00 AM PDT
“Estate Planning for High-Net-Worth Families: Beyond the Basics”
When it comes to estate planning for high-net-worth and ultra-high-net-worth families, the basics are just the beginning.
Join us for a live webcast featuring Michael Offenheiser, Partner at Brown & Streza LLP, as he explores forward-thinking strategies and structures that go well beyond traditional estate planning.
You’ll learn how to:
- Design flexible trust structures that evolve with family needs
- Use directed trustees to separate investment and distribution authority
- Avoid common pitfalls—like raising “trust fund babies”
- Incorporate existing irrevocable trusts and powers of appointment effectively
Whether you’re a successful individual, advisor, or part of a family office, this session will provide real-world tools to build lasting, purpose-driven plans.
Don’t miss this exclusive opportunity to elevate your estate plan. Register Now.
Join our webcast to master governance structures that ensure continuity. Secure Your Legacy - Register Now!
About Brown and Streza
Brown and Streza LLP is a law firm providing integrated legal services in tax, estate, trust, real estate, business, business succession planning, and charitable planning, including representing non-profits and religious organizations. Located in Orange County, California, we serve families, businesses, entrepreneurs, philanthropists, and charitable organizations, focusing on helping closely-held businesses and their owners achieve their goals. For more information, please visit our website.
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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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