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Tax and Estate Planning Strategies for High-Net-Worth Families for 2021
Released on Wednesday, January 27, 2021•TAXES
Learn about the tax tips and strategies utilized by Americas wealthiest families for generations. This session will focus on tax reduction strategies that help you build wealth and keep it in your family.
For over 25 years, Cory Grant, JD has worked with affluent families, privately-held businesses, and non-profit organizations to design and implement advanced tax strategies, estate plans, wealth protection techniques, and business succession plans. Among his specialties are creating intuitive succession and retention plans for companies and families with investment real estate holdings. In addition, Mr. Grant is well known for his innovative planning approaches to complex family or entity structures. He is one of the nation's experts in life insurance premium financing and estate planning with large retirement accounts.
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