Paul claims that this is “one of the most valuable sessions we have done thus far, if not the most valuable session, when it comes to very, very important estate planning issues.” Before jumping into estates and trusts with attorney Phil Tortorich, The Boardroom conversation begins with the pros and cons of various entity structures. Paul recalls witnessing a debate between Phil and Paul’s CPA regarding flexibility and self-employment tax. How far into this discussion before regret sets-in and conversion begins? 

Level-up your estate plan… before the government does it on your behalf. When it comes to trusts and planning, which level can (should) you achieve? When a domestic trust isn’t enough, what options exist with higher levels of sophistication?

Trusts made the news with the recent release of The Pandora Papers, including Walmart’s Walton’s and Nike’s Phil Knight. Other than using trusts, what other common traits has Phil witnessed in his 20+ year practice working with ultra high net worth individuals?

Tax changes are on the horizon, and so is a follow-up sit-down with Phil. Make sure to RSVP your spot by emailing a question that you’d be proud of to events@potomaccompany.com

While we wish you a Happy Thanksgiving, don’t be a turkey. Leave a review on Apple Podcasts here.

Co-Produced, Edited, and Mixed by Dylan Seals of Verbell.Ltd