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Helping clients maximize their stewardship of assets includes building a network of like-minded specialists and staying abreast of changes in the tax code and legal landscape that could create opportunities for, or threats to, client legacies. We will discuss challenges facing clients attempting to leave a lasting legacy, as well as how planned giving tools and techniques can take advantage of recent legislative changes to help alleviate those challenges. Most importantly, this session will provide several concepts that can help advisors build credibility and opportunity with professional “old dogs” who may no longer be taking the time to keep up with “new tricks.”
About the Speaker
Adrian Young
Aevitas Law, PLLCAdrian Young, Esquire, is an attorney whose practice focuses on the creation of business and personal planning strategies designed to minimize wealth attrition and maximize client legacy impact. He is a member of the New Jersey, New York, Maryland, Pennsylvania, and American Bar Associations. After starting his law practice, Adrian obtained the CAP® and CFP® designations. He works with financial advisors around the country, helping them bring stewardship-centered solutions to clients from all walks of life. Adrian enjoys spending time with his wife and three children and also volunteers with numerous nonprofit boards and committees.
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