An advanced estate plan can help ensure not only that your family’s future financial needs will be taken care of, but also that your wealth will be passed on in the most tax-efficient manner possible. It’s also an opportunity to create a legacy for grandchildren and to make charitable gifts in a way that best suits your financial situation.

In this seminar on Advanced Estate Planning, you’ll learn:

• Who can benefit from advanced estate planning strategies
• The changing landscape of the federal estate tax system, including information on exclusions and the marital and charitable deductions
• Techniques to minimize estate taxes, including different trust arrangements
• Common estate freeze strategies such as family limited partnerships and private annuities

You’ll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

R.S.V.P. 

To reserve your spot, please contact me at: 

860-680-1708 

scott.nelson@lpl.com 

346 Commercial Street Boston, MA 02109 

When & Where 

Wednesday, June 17, 2020 3:58 PM to 5:58 PM 

Webcast 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. 

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal professional.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.