- Estate Planning Basics
Estate Planning for a $50 Million Estate
Date & Time
- July 2nd @ 12:00 PM (PST)
Description
- When your estate reaches $50 million, the stakes rise quickly and even small mistakes can cost your family millions. At this level, estate planning is no longer just about avoiding probate. It becomes a sophisticated balance of tax planning, asset protection, business succession, and preserving wealth across generations. In this advanced webinar, leading attorney and CEO, Jim Cunningham, shares practical strategies used by high net worth families to protect substantial estates in today's changing legal and tax environment. Attendees gain insight into advanced trust planning, gifting strategies, family business transitions, and ways to reduce estate tax exposure while maintaining flexibility and control. Drawing from decades of experience in advising affluent families, Jim provides practical guidance to help families preserve wealth and protect their legacy for generations to come.