Effective Trust and Estate Planning
Nicholas S. Bjorklund, Esq. guides you through the ever-changing landscape of asset protection to ensure your wealth is secure. With tax laws and regulations in constant flux, it’s crucial to have the right plan in place to safeguard your assets and provide for future generations. In this session, Nick walks you through the key elements of a robust trust and estate plan, highlighting common pitfalls and what steps to take if you don’t have a plan yet.
Nicholas S. Bjorklund, Esq. guides you through the ever-changing landscape of asset protection to ensure your wealth is secure. With tax laws and regulations in constant flux, it’s crucial to have the right plan in place to safeguard your assets and provide for future generations. In this session, Nick walks you through the key elements of a robust trust and estate plan, highlighting common pitfalls and what steps to take if you don’t have a plan yet.
Nicholas S. Bjorklund, Esq. guides you through the ever-changing landscape of asset protection to ensure your wealth is secure. With tax laws and regulations in constant flux, it’s crucial to have the right plan in place to safeguard your assets and provide for future generations. In this session, Nick walks you through the key elements of a robust trust and estate plan, highlighting common pitfalls and what steps to take if you don’t have a plan yet.
WHAT YOU WILL LEARN:
The importance of estate planning for physicians and why almost everyone needs a trust.
How trusts can protect your assets, provide privacy, and ensure smooth transitions without probate.
Differences between revocable and irrevocable trusts and their roles in protecting wealth and minimizing taxes.
Strategies for passing on generational wealth while avoiding common pitfalls like “trust fund kids.”
The impact of state laws on estate planning and why Wyoming offers unique protections for LLCs and trusts.
How insurance, trusts, and strategic entity structures work together for comprehensive asset protection.
Tax planning techniques, including how trusts and estate strategies can minimize income, gift, and estate taxes.
ABOUT Nick Bjorklund:
Trust and Asset Protection EXPERT
MANAGING ATTORNEY AT BIRCH GROVE LEGAL PLLC
Nicholas S. Bjorklund, Esq. brings over seven years of specialized experience in high-net-worth estate planning. Throughout his career, Nicholas has worked extensively with affluent individuals and families, helping them navigate the complexities of wealth management, estate tax planning, and business succession strategies. As an expert in asset protection, Nicholas ensures that his clients' legacies are safeguarded for future generations. His practice focuses on designing comprehensive estate plans that minimize tax burdens and maximize wealth transfer opportunities, while also addressing critical areas such as business sales and continuity planning.
Whether it’s preserving family wealth or structuring a sale for a business, Nicholas’ strategies empower his clients to make informed decisions that have a lasting impact.
