Vanilla Academy Live Fall 2024

Vanilla CEO Gene Farrell will talk about the future of Vanilla and estate advisory technology. More info coming soon.

Steve Lockshin, co-founder of AdvicePeriod and Vanilla, will discuss strategies wealth advisors can use in facilitating estate planning for business owners. This session will cover key business continuity strategies, estate minimization strategies, advanced planning techniques, and more.

Attendees will also have the opportunity for Q&A with Steve, who brings a unique approach perspective to estate advisory as well as over three decades of wealth management experience.

1 hour CFP® CE credit

We’ll be joined by FMB Wealth Management’s Grant Blindbury, CFP® and John D’Anna, CFP® of Hirtle, Callaghan & Co., who will share their first-hand insights on using Vanilla day to day.

Attendees will hear how these cutting-edge firms are using Vanilla to simplify the estate planning process, drive loyalty with a modernized experience, offer more holistic financial advice, and more.

Given recent changes in the law, “tax planning” for one’s estate at death has become a lot less about estate tax planning, and far more about the income tax planning opportunities at death… particularly with respect to maximizing available step-up in basis opportunities. 

With that in mind, attendees of this session will explore topics including how pre-death asset transfers can help maximize step-up in basis, how other types of pre-death transfers can help avoid the potential for a step-down in basis, complications associated with these strategies for clients living in community property states, and the disadvantages of traditional credit shelter trusts that emerge in an estate planning environment driven by income (rather than estate) tax planning.

1 hour CFP® CE credit