The 3 Most Important Questions For Your Estate Plan with Guest Benjamin Kelly | Episode 2

Complete Wealth Management With Dave Alison

In this episode, estate planning attorney Benjamin Kelly joins Dave Alison to talk about techniques and strategies used to protect your family from the what-ifs in life in addition to advanced strategies to reduce your lifetime taxes.
We will discuss...
👉The 3 most important questions for your estate plan
👉The core estate planning documents most people should have
👉Who needs a trust and how it is used
👉The costly mistake of probate upon your passing
👉The use of certain advanced trusts for tax mitigation or reduction
...and how to avoid costly mistakes others have made.
About our guest Benjamin Kelly:
Ben designs and implements sophisticated estate plans for high-net-worth individuals. From the moment he starts talking with a client, their family becomes his family. He uses a variety of financial vehicles to create customized approaches that help his clients succeed from both a business and personal standpoint.

Ben’s interest in financial solutions dates to age 24, when he and his wife found out they were expecting twins. After setting up an estate plan for his growing family, Ben discovered his professional calling: helping families protect themselves and providing them financial peace of mind. Ben left his job as a financial advisor and pursued his law degree with the sole focus of becoming an estate planning attorney.
Ben's Experience

• Advising prominent high-net-worth individuals and families, entrepreneurs, entertainers and celebrities on wealth preservation, intra-family transfers and business succession planning.
• Maximizing income tax and wealth transfer tax efficiencies by developing creative plans that protect assets for future generations, including real property, financial assets, intellectual property and other business interests.
• Advising clients on planning for a liquidity event, such as the sale of a company or private equity transaction.
• Providing guidance on charitable giving arrangements (through both direct giving and the use of trusts) so as to maximize the income and transfer tax benefits of contributions.

To contact Benjamin Kelly, please visit his website at:
https://www.huschblackwell.com/professionals/benjamin-kelly
To learn more about Alison Wealth Management, please visit our website at:
https://alisonwealth.com
To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit:
https://prosperitycapitaladvisors.com/advisor-search
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Kapitler

1. Introduction to Benjamin Kelly (00:00:00)

2. What is Estate Planning? (00:03:31)

3. Benjamin Kelly's Journey on Estate Planning (00:06:16)

4. Dave Alison's Journey on Estate Planning (00:08:16)

5. Fair But Not Equal (00:12:01)

6. The Core Estate Planning Documents (00:15:30)

7. The Cost of Probate (00:24:12)

8. The Cast of Characters in Your Estate Plan (00:28:33)

9. When Should The Kids Be In Charge of The Money (00:36:22)

10. When You Outgrow Your Current Plan (00:38:28)

11. High Level of an Irrevocable Trust (00:40:40)

12. High Net Worth Client Strategies (00:44:26)

13. Year 2026 Major Estate and Transfer Tax Changes (00:47:10)

14. Unique Trust Strategies: SLATs, IDITs, IDGTs, GRATs, BDITs, Beneficiary Trusts, 678 Trust, QPRTs, CLATs (00:51:15)