Mastering the Art of Advanced Estate Planning: Strategies for the Modern Financial Advisor
Wednesday, January 14, 2026, 1:00 PM - 2:00 PM, Eastern Time
Presenter: Wayne Zell, JD
This comprehensive session equips financial advisors with cutting-edge techniques to navigate complex wealth transfer strategies for high-net-worth clients. Attendees will gain in-depth knowledge of sophisticated estate planning vehicles (SLATs, BDITs, dynasty trusts, CRTs, and IDGTs), enabling them to confidently recommend and implement advanced strategies to optimize their clients' estate plans while minimizing tax liabilities.
Subscriptions
Advisors Forum Members |
Nonmembers |
Price
Included |
$129 |
Advisors Forum webinars are only available to financial professionals.
Registrants will have access to materials and recordings until Monday, January 31, 2028.
For additional program information or if you have any questions or concerns, please contact Member Services at memberservices@wealthcounsel.com or phone 888-659-4069, ext 818.