Estate Planning Essentials: Decades of Expert Insights

Join Jonathon Morrison, a leading estate planning attorney, to understand the critical aspects of estate planning that every business owner and real estate investor must know. This webinar will delve into the looming Estate Tax cliff in 2025 and explore why some experts consider the estate tax "optional" with early planning. Jonathon will also share how to lock in the highest lifetime exemptions now to avoid future estate tax problems, and discuss unique trust structures that are essential for high-growth entrepreneurs.

Tuesday, June 25, 2024

@1:30PM EST

Client Exclusive

Exclusive to Anomaly clients + 1 friend

Your Guest Speaker:
Jonathon Morrison

Renowned Pioneer in Tax and Estate Planning

Your Host:
Greg O'Brien

Award-winning CPA specializing in complex tax planning and virtual CFO

Your Host:
John Malone

Award-winning certified Tax Coach, Attorney, and Business Advisor

Jonathon Morrison, with his extensive experience and innovative strategies, will guide you through the complexities of estate planning. You will learn about the upcoming changes in estate tax laws and why it's crucial to act now. Jonathon will explain his acclaimed strategies, including the Optimized Gift Trust (OGT) and Charitable Lead Annuity Trust (CLAT), which have earned him accolades in the field. This session will equip you with the knowledge to navigate the future economic challenges confidently.

Moreover, Jonathon will highlight how integrating advanced trust structures into your estate plan can provide significant tax benefits and secure your financial legacy. With his background in Silicon Valley and his work with high-net-worth clients, Jonathon's insights are invaluable for anyone looking to optimize their estate planning strategies.

What You Will Learn On This Live Training Event:

Estate Tax Cliff 2025:

Why business owners and real estate investors need to be aware of the upcoming changes.

Estate Tax as "Optional":

Understanding how early planning can mitigate estate tax liabilities.

Maximizing Lifetime Exemptions:

Strategies to lock in the highest exemptions now.

Innovative Trust Structures:

Learn about Jonathon Morrison's award-winning trust solutions for high-growth entrepreneurs.

Comprehensive Estate Planning:

Holistic approaches to secure your financial future and legacy.

As Seen On:

About the Hosts:

Jonathon Morrison

Guest

Jonathon Morrison is a senior partner at Frazer, Ryan, Goldberg & Arnold LLP, specializing in tax, business, and estate planning for complex estates. Licensed in both Arizona and California, Jonathon is a Certified Specialist in Estate Planning, Trust, and Probate Law in California. Before relocating to Phoenix in 2015, Jonathon practiced with premier estate planning law firms in Silicon Valley, including the personal tax planning group at Wilson Sonsini, which handled IPOs for major companies such as Apple, Google, Amazon, Tesla, Twitter, LinkedIn, Netflix, Pandora, and GoDaddy.

As one of the top tax-planning technicians in Silicon Valley, Jonathon designed, drafted, and implemented estate plans for hundreds of the wealthiest individuals in the world, including founders, C-level executives, “Midas List” venture capitalists, and angel investors associated with these prominent tech companies. Recognized as a thought leader in the field, Jonathon has contributed to Forbes, Barrons, and other top financial publications. His innovative use of charitable lead annuity trusts (CLATs) and optimized CLATs (OCLATs) has set new standards in estate planning. Jonathon frequently speaks at national conferences and has been honored by Best Lawyers® and Az Business Leaders for his contributions to tax law.

Greg O'Brien

Host

Greg O'Brien is an award winning CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment.

As the only Certified Tax Strategist in Massachusetts, licensed by the American Institute of Certified Tax Planners, he specializes in using advanced tax reduction strategies to help business owners and individuals with complex situations reduce their overall tax burden.

John Malone

Host

John is a multi-faceted advisor with a passion for working with entrepreneurial clients and early stage businesses as they navigate complex tax and financial issues. John understands that your business and life are intertwined, requiring a management strategy that considers the right now in conjunction with your company's financial longevity and wellbeing.

John’s focus is on his client’s future, which is centered around proactive and advanced tax planning. John is a Certified Tax Coach as designated by the American Institute of Certified Tax Planner. With this background, he aims to provide innovative solutions to the ever-changing tax landscape. John is also an Attorney that has been recognized as a “Rising Star” each year from 2018 through 2021 by the Massachusetts Super Lawyers Magazine. In addition to his role with the Anomaly team, John owns and operates a law firm in Boston.