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Multi-Generational Dynasty Trust Planning Seminar

Matthew Palma, associate in the Orlando office of Nelson Mullins Broad and Cassel, is co-hosting a financial seminar on multi-generational dynasty trust estate planning for moderate to high net worth individuals on Jan. 14 in Winter Park, Fla. Palma, along with a guest speaker from a Fortune 100 financial company, will discuss the top techniques best practitioners are using for protecting and preserving wealth as they move from generation to generation. Palma’s presentation will include the following:

  • Creditor protection during life and at death for surviving spouses, children, grandchildren, and more remote descendants.
  • Bloodline protection for assets at death to ensure your assets remain in your bloodline for generations.
  • Divorce protection during life and at death for surviving spouses, children, grandchildren, and more remote descendants.
  • Probate avoidance.
  • Eliminating estate tax as assets move from generation to generation.

If you are interested in attending this event, please RSVP to matthew.palma@nelsonmullins.com

Jan
14

Monday, January 14, 2019

Location

Fleming's Steakhouse

933 N Orlando Ave
Winter Park, FL 32789



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