Breakout: Generational Wealth Transfer

​Join fellow Long Angle members for a conversation on estate strategies as the lifetime exemption resets. Members will share experiences with SLATs, GRATs, dynasty trusts, intra-family loans, and valuation discounts on closely-held assets — plus the soft side of when and how to tell adult children what's coming.

​Breakouts are not recorded. Cameras and mics are strongly encouraged as these are meant to be interactive.