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Event Description

A large amount of money will pass from the baby boomers to future generations over the next few decades. Given this sizable transfer of wealth, successful CPAs must be equipped to advise not only their existing clients, but also their clients’ children, grandchildren and even parents. We will discuss multi-generational planning and strategize on ways of meeting the financial goals of individuals across generations. 

Estate planning is part strategy and part communication. Multi-generational planning is built around a goal that can’t be attained without the involvement of two or more generations.  Multi-generational wealth planning will help ensure that a family’s wealth and legacy are properly managed and passed from one generation to the next, ensuring a healthy financial picture continues to benefit younger generations.

Objectives

Learning Objectives
• Gain knowledge about the benefits of collaboration and coordination among a client’s “trusted advisors” in accomplishing multi-generational planning objectives 
• Understand the need of collaboration and coordination among a client’s “trusted advisors” in accomplishing multi-generational planning objectives 
• Discuss useful strategies about how to integrate and communicate with younger generation family members to attain family wealth goals
• Understand multi-generational planning techniques to achieve tax and non-tax objectives including bloodline multi-generational trusts

Discussion Leader

Anthony Rocca, CPA