Advanced Strategies for Estate Tax and Legacy Planning

Join us for an exclusive event where we explore innovative, tax-efficient strategies designed for ultra-high net worth families and business owners. Learn how advanced planning techniques and sophisticated trust structures can help preserve wealth, unlock significant capital for growth, optimize legacy planning, and minimize the potential for an estate tax impact — all while maintaining liquidity and control.

What You’ll Learn:

• Proven strategies to efficiently transfer wealth across generations while preserving control
• Tailored liquidity techniques designed to provide solutions for estate taxes while sustaining ongoing wealth accumulation
• Expert use of irrevocable trusts and gifting techniques to minimize estate tax liability
• Advanced asset protection solutions to safeguard your family’s legacy from risks

Event Details:

📍 Event Location: Prevail Strategies, Leawood, KS

📅 Date: September 25, 2025

🕕 Time: 4:00 – 6:00 pm

Seats are limited—reserve yours today and take the next step in your financial future.