Estate planning for high net worth clients generally focuses on a few key planning situations. First, they want to reduce their federal gift, estate, and income tax liability. Second, they want to shield their assets from potential creditors. Third, they want to plan for the succession of their businesses. This module discusses planning techniques and strategies to accomplish the estate planning goals of the high net worth client.

Author: Craig Kinnunen, MS, CFP®

Craig Kinnunen, MS, CFP®is an associate professor at the College for Financial Planning. Prior to joining the College, Craig enjoyed a long and successful career in personal financial planning and wealth management. Craig’s enthusiasm for financial planning extends beyond the classroom, as he also spends time providing pro bono financial education and individual financial counseling to members of the Colorado National Guard. Craig earned a bachelor of science degree in accounting from Northern Michigan University and followed that up with a master of science degree in finance from the University of Colorado in Denver. You can contact Craig at craig.kinnunen@cffp.edu.

Complexity Level: Advanced