Changing the Estate Planning Conversation
Changing the Estate Planning Conversation
Description: With the passing of the One Big Beautiful Bill, many of our clients may hesitate to engage in estate planning. To get clients engaged in the estate planning discussion, we may need to change the conversation from exemption planning to helping clients develop a vision for their legacy. In this session, we will discuss how to begin these conversations and techniques to introduce clients to a process they will embrace and enjoy.
Topics covered include:
- Addressing management control and access to income
- Non-tax threats to family wealth
- Managing trust income taxes for future generations
- Multigenerational Life Insurance planning
About Luke Britt: As a partner of Carr, Riggs & Ingram, Luke Britt leads the Advanced Planning Practice for its wealth planning group, Level Four Financial. In this role he serves business owners and ultra-high-net worth families and their advisors by creating plans that solve complex problems in the areas of tax, estate, and business succession planning. A key part of his practice is integrated estate planning, a process that brings professional advisors together to deliver clear, data-driven recommendations and strategies to his clients.
Luke also leads the Level Four Business Solutions practice. This work is focused on helping business owners enhance their company's value with strategic consulting engagements in the areas of tax planning, employee retention & executive benefit planning and exit/transition planning.
In 2023 Luke was named by Forbes, in collaboration with SHOOK research, as one of the Top Financial Security Professionals in the State of Texas.
