Advanced Estate & Tax Planning: The Competitive Advantage for Modern Advisors – Alta Trust – 6.18.26

Summary:

Clients increasingly expect guidance that goes beyond investment management. They want sophisticated estate planning, tax strategies, and customized solutions that help preserve and transfer wealth across generations. Yet many advisors miss planning opportunities because they don’t know what to listen for or where the right strategy fits.

Join Alta Trust and Applied Finance for a practical discussion on advanced estate and tax planning strategies that can help advisors deepen client relationships, retain assets, and deliver greater value to affluent families.

Topics to be discussed include:

• How to identify advanced planning opportunities during everyday client conversations
• Estate planning strategies for business owners, highly appreciated assets, concentrated stock positions, charitable goals, and asset protection
• Advanced trust structures including ILITs, CRUTs, South Dakota DAPTs, CLATs, QSBS Stacking Trusts, and Community Property Trusts
• How trust planning and investment strategy work together to support tax efficiency, wealth transfer, and long-term portfolio outcomes
• The role of institutional trustees in preserving family wealth and maintaining continuity across generations
• Practical ways advisors can strengthen relationships, retain assets, and position themselves for the Great Wealth Transfer

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

T. L. Turnipseed is a recognized authority in trust and estate law with more than 25 years of experience advising ultra-high-net-worth individuals,families, and institutions. T. L. serves clients across industry sectors on complex domestic and cross-border wealth preservation, asset protection, and multigenerational succession planning matters.

T. L.’s career spans elite law firm practice, private client and family office advisory, and legal academia. He has held senior roles at a leading multifamily office, Covington & Burling LLP, Deloitte’s National Tax Office, and a boutique estate planning practice supporting both domestic and international clients.

From 2004 to 2023, T. L. served as Professor of Law and Professor of Engineering and Computer Science, teaching estate and gift taxation, wills and trusts, estate planning, income taxation, and property law. He is a frequent faculty presenter for institutes such as Heckerling and ACTEC, and his scholarship has appeared in leading professional publications including a BNA Tax Portfolio.

T. L.’s expertise is frequently sought by national organizations and media outlets. His analysis has been cited by The Wall Street Journal, Bloomberg, Newsweek, and Fox News, and he has served as a legal analyst in prominent trust and probate litigation matters.

Saul Marquez is a Partner and Portfolio Consultant at Applied Finance. He joined the firm in 1997 and consults institutional investors and wealth managers on integrating Intrinsic Value Driven^® strategies as part of their asset allocation, including the firm's US large-cap ETF, VSLU, and its small-cap Explorer mutual fund, AFDZX.