Breakout Session

60-Minute Workshop

How Much is Enough: A Process for Helping Clients Create a Meaningful Inheritance

Level of Complexity: Intermediate

Speaker(s)

• 

  Timothy Belber, JD, AEP

  Principal
  The Alchemia Group

When the subject is estate planning one of the main questions clients ask is, “How Much is Enough to Leave My Children as an Inheritance?” Based on the process outlined by Tim Belber in the February 2016 issue of Trusts & Estates magazine, this workshop will focus on helping advisers develop the skills necessary to address this question. Learn a four step process for helping clients create a meaningful and protected inheritance, plus receive a workbook and a copy of the article to assist you with future client engagements.

Learning Objectives:

• Explain the four components of the inheritance the client construct for thier heirs using traditional Estate and Gift Tax planning tools.
• Utilize a workbook based tool to assist clients in defining an appropriate inheritance in the four categories of inheritance. Family Safety Net Productive Opportunity Funds Management of a Direct Bequest Creating Social Impact Through Strategic Philanthropy
• Determine traditional financial assets, including investments and life insurance, to fund the four inheritances at the appropriate levels.