Join T.L. Turnipseed, Head of Advanced Estate and Tax Planning at Alta Trust, and Saul Marquez, Partner and Portfolio Manager for Applied Finance Capital Management, for a discussion on how advisors can turn often-overlooked estate and tax planning opportunities into meaningful client solutions.
Founded by former advisors, Alta Trust is a specialized trust company and financial services platform that delivers advanced estate planning, retirement custody, tax planning, and custom solutions.
According to Alta Trust, 39% of high-net-worth clients have changed advisors within the past three years, and 81% of heirs leave their parents’ advisor after inheriting wealth. As client loyalty declines and competition intensifies, Alta Trust developed the Alta Advisor Platform to help advisors strengthen multi-generational relationships.
WEBCAST – Advanced Estate & Tax Planning: The Competitive Advantage for Modern Advisors
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