Marriage is one of life’s biggest milestones. It’s also one of the most overlooked opportunities for advanced estate planning.
Join T. L. Turnipseed, Head of Advanced Estate & Tax Planning at Alta Trust, as he explores how advisors can help clients approach marriage planning more strategically. From protecting family wealth before marriage to preserving inheritances for future generations, you’ll discover advanced planning techniques that go well beyond the traditional prenuptial agreement.
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Marriage planning isn’t just for the couple.
For affluent families, marriage planning isn’t only about the people getting married. It’s also about protecting the wealth they’ve built and the legacy they hope to leave behind. Whether a client is preparing for a child’s marriage or wants to ensure family assets remain protected for children and future descendants, proactive planning can make all the difference. In many cases, there are more effective solutions than a traditional prenuptial agreement.
In this webinar, T.L. Turnipseed will explore advanced marriage planning strategies, including how South Dakota Domestic Asset Protection Trusts (DAPTs) can provide a flexible alternative for protecting family wealth before clients or their children say “I do.”
What You’ll Learn:
- Identify clients who should be thinking about marriage planning before they or their children get married
- Help clients protect family wealth while preserving flexibility for the future
- Plan for children and future descendants in the event of marriage or divorce
- Understand the limitations of traditional prenuptial agreements
- Explore how South Dakota Domestic Asset Protection Trusts (DAPTs) can serve as an alternative to prenups
- Recognize opportunities to introduce these conversations before they become legal or financial challenges
Turn marriage planning into a competitive advantage.
Learn how advanced marriage planning strategies can help you deliver more value to affluent families, strengthen client relationships, and protect wealth across generations.
