Estate Planning 201: A Survey of Trust Planning for Wealth Transfer

During this complimentary educational session, attendees will gain insights into wealth transfer planning, lifetime gifting strategies, common trust structures, and key considerations that may affect how assets are passed to future generations.

The seminar will also explore concepts such as estate taxation, preserving family wealth, and planning for the effective transfer of assets to loved ones. Lunch will be provided for registered attendees.

Presented by Ting Liao, JD, MBA, Corporate Vice President, Advanced Planning Group, New York Life Insurance Company.

Event venue & nearby stays

Prego restaurant 2409 Park Ave, Tustin CA, 2409 Park ave, Tustin, United States

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