Trusts, Taxes, and Transfers: Advanced Strategies for Modern Estate Planning

October 2, 2025, 12:30 - 1:30 PM EST

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As estate planning continues to evolve, high-net-worth clients are seeking guidance beyond the basics. In this webinar, Jennifer Raess will walk financial advisors through advanced estate planning strategies designed to address the complexities of wealth transfer, tax efficiency, and legacy building. This session will cover sophisticated techniques and structures that can help advisors elevate their client conversations and planning recommendations.

From advanced trust vehicles to valuation techniques, advisors will gain a deeper understanding of the tools available to protect client assets and reduce tax exposure. Whether you’re guiding clients in gifting strategies, charitable giving, or planning for multigenerational wealth, this session will provide actionable insights you can immediately apply in your practice.

What You’ll Learn:

  • Advanced gifting techniques, including annual exclusions and spousal lifetime access trusts (SLATs)

  • The role of specialized trusts such as GRATs, ILITs, QPRTs, and dynasty trusts in reducing tax exposure and preserving wealth.

  • How charitable giving strategies like donor-advised funds and charitable remainder trusts can align with client goals.

  • Practical applications of valuation discounts, intestacy considerations, and how to communicate these complex strategies effectively with clients.

Starting In

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Panelist

Jennifer M. Raess

Product Counsel at Vanilla

Registration & Fees

Cost: Complimentary

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Continuing Education

Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute®

1 CE hour of tax & regulations CE credit for CIMA®, CPWA®, and RMA® certifications. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks.

CFP® Board
1 CFP CE credit hour for CFP® certifications. Uploaded to your CFP® record within 2 weeks.

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

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