With proper estate and legacy planning, wealthy families have a better chance of success in passing on their fortune to their family, from one generation to the next.
Topics covered in this whitepaper include:
- What is Legacy Wealth Planning
- Family Wealth Trusts
- Generation Skipping Trusts
- Reduce Taxes However Possible
- Charitable Donations
- Teach Your Children to Teach Their Children
Click here to read the whole article or download the PDF.
A graduate of Boston University School of Law, Scott P. Schomer is a frequent lecturer on estate planning and elder law issues, having discussed these important issues on local and national television. A seasoned courtroom advocate, Scott has obtained combined judgments and verdicts in excess of twenty-five million dollars for his clients. Scott has served as a member of the Los Angeles Superior Court Probate Volunteer Panel (PVP Attorney), Probate Settlement Panel and a Judge Pro Tempore. Scott's expertise has been recognized by his peers with such accolades as a life-time membership in the Multi-Million Dollar Advocates Forum, the Five Star Wealth Manager designation, and repeated nominations as California Super Lawyer.
Latest posts by Scott Schomer, Estate Planning Attorney (see all)
- Things You May Need to Update in Your Estate Plan When You Enter Retirement - March 22, 2023
- 10 Estate Planning Tips You Cannot Afford to Ignore - March 21, 2023
- 7 Estate Planning Steps for the Beginner - March 16, 2023
