Wealth Beyond the Exemption Webinar

The federal estate tax exemption is now permanent at $15 million per individual — $30 million for married couples. For most clients, that feels like good news. For the advisors in this room, it’s the opening line of a much bigger conversation. Join us for a working webinar and spend 60 minutes learning what the wealthiest families and their advisors are doing right now with trusts, life insurance, and long-term care planning. WHAT WE’LL COVER • Welcome & Framing: The US estate tax system, the Exemption Gap, and why the conversation is not over. • The Estate Tax Calculator: Federal exposure quantified for any client — including the $15M client in your book today • The HNW Landscape: What the wealthiest families and their advisors are doing now • The Dual Sale: PPVUL + traditional life — the front door to every strategy • TOLI Review + PPVUL: Policy review, UPIA, the Cochran Standard, and the basis problem • The Split Dollar SLAT: Solving disinheritance, bracket compression, and basis • ABLTC + OPM Strategy: Why even self-pay clients need a plan — Waterlily AI analysis • Charitable Planning — The Lifetime Grantor CLAT: For the client with a large income event • Close + Next Steps: Calculator suite, partnership model, and the fact finder Every strategy covered has a proprietary calculator behind it. You won’t leave with theory. You’ll leave with tools.