- Estate Planning Basics
Estate Planning for a $100 Million Estate
Date & Time
- July 9th @ 12:00 PM (PST)
Description
- You no longer simply manage wealth when your estate plan reaches $100 million. You are protecting a dynasty. At this level, estate planning becomes a high stakes strategy involving taxes, control, succession, privacy, philanthropy, business continuity, and family legacy. In this advanced webinar, leading attorney and CEO, Jim Cunningham, pulls back the curtain on sophisticated planning strategies used by high net worth families to preserve wealth and maintain control across generations. Attendees learn about dynasty trusts, family entities, charitable structures, succession planning, liquidity strategies, and governance systems designed to protect both assets and family stability. With years of experience guiding high net worth individuals and families, Jim delivers practical insight into how families at this level plan and protect what they have built for generations to come.