How to Leave Assets Tax‑Free: Advanced Estate‑Planning Strategies (CFP® CE Eligible)
On-Demand Webinar
Join Dave Haughton, J.D., for a concise, high‑impact webinar that shows advisors how to help families move wealth across generations with little or no transfer‑tax drag. Drawing on recent case studies and the latest exemption‑sunset projections, Dave unpacks the most effective trust designs, lifetime‑gift tactics, and charitable techniques for minimizing estate, gift, and GST taxes—then demonstrates how to capture those strategies in a living, collaborative estate plan your clients can actually understand.
In just 60 minutes, you’ll discover how tax‑aware estate planning can deepen client relationships, differentiate your practice, and safeguard legacies for decades to come. Watch the webinar, and then take a 10-question quiz. Pass rates of 80% or above will receive 1 hour of CFP CE credit.
What You’ll Learn:
- How to calculate a client’s projected estate‑tax exposure—and the ticking‑clock impact of the 2026 exemption sunset
- Which wealth‑transfer vehicles (GRATs, SLATs, dynasty trusts, and more) pair best with different asset types and family goals
- Practical charitable‑giving structures that simultaneously shrink taxable estates and advance philanthropic intent
- A step‑by‑step framework for weaving lifetime gifts, trust distributions, and beneficiary designations into one coherent plan
- Tips for using Wealth.com to keep all stakeholders aligned and documents up to date—without endless email threads
Former Senior Corporate Counsel at Wealth.com and a frequent speaker and writer on financial planning topics, featured in publications such as Michael Kitces’ Nerd’s Eye View blog, the Journal of Financial Planning, and InvestmentNews.
Trusted Estate Planning Solution for the Industry’s Leading Firms
