Modern Alternative Estate Planning Strategies
Presenters : Cheryl Howard
Overview
Traditional estate planning tools are no longer sufficient for today’s increasingly complex financial and family structures. This session explores innovative and practical strategies to protect assets, manage wealth transfer efficiently, and ensure long-term financial stability across generations.
Video Content
- Understanding the limitations of conventional wills and testamentary trusts
- Exploring alternative estate planning structures, including:
- Inter vivos trusts and their ongoing relevance
- Family investment entities and business trusts
- Offshore and local asset protection vehicles
- Donations and inter vivos transfers
- Integrating estate planning with tax efficiency and succession planning
- The role of fiduciaries, trustees, and compliance (including UBO and FIC considerations)
- Real-world case studies highlighting effective strategies and common pitfalls
Competencies Developed
By attending this session, participants are able to:
- Identify and assess alternative estate planning approaches
- Understand key compliance, fiduciary, and risk management considerations
- Develop holistic estate plans that align with both client objectives and local regulatory requirements