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If you have any questions or concerns, please use the contact information provided in this email as this inbox is not monitored for replies.
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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
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Click below to register:
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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:
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- The directed trust structure
- Trust protectors
- Asset protection
- Perpetual trusts
- Moving/modifying existing trusts
- Modern trust inclusions
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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.
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This webcast is perfect for anyone who is interested in learning more about trust planning, including:
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- Individuals
- Families
- Businesses
- Professionals
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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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Sign-Up For New Podcast: "Voice of Family Business on Capitol Hill" with host Pat Soldano.
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Join our growing family of podcast listeners by clicking on the links below to our new podcast, "The Voice of Family Business on Capitol," where each episode delves into the major issues facing family businesses and family business centers today. Subscribe by clicking on these links, or wherever you get your podcasts.
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About Policy and Taxation Group
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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, PATG 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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Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected].
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Policy and Taxation Group Strategic Partner
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