A Modern Estate Plan for Significant Wealth: Trusts, Gifting & Philanthropy

About this event

**This event is online only** We build on the basics of trust and estate planning presented on September 1 by exploring additional planning topics most relevant for individuals and families who may have a federal taxable estate, where thoughtful structuring can help align legacy goals with tax efficiency and long-term family outcomes. Ana Munro, CPWA®, CFP® explores: High net worth trust structures for married couples. High net worth gifting strategies and wealth-transfer techniques Charitable planning as a way to integrate diversification and potential capital gains deferral Ultra-high net worth strategies to support multi-generational planning Throughout, the conversation aims to be engaging, practical, and designed to demystify complex concepts so attendees leave with a clearer understanding, a stronger framework for decision-making, and better questions to continue the conversation beyond the session. Click here to Register About the presenter : Ana Munro, CPWA®, CFP® Ana Munro is a Senior Vice President at Morgan Stanley. She is also a Financial Advisor, Certified Financial Planner, Portfolio Management Director, Workplace Advisor - Equity Compensation, and an Insurance Planning Director. She earned a bachelor’s degree in finance, summa cum laude, and an MBA from Florida Gulf Coast University, along with the CFP® (Certified Financial Planner) and CPWA® (Certified Private Wealth Advisor®) designations. Ana is also a keynote speaker and advisor to executive communities including Chief, Athena Alliance, Vistage, and Tiger 21, and she serves on the boards of organizations focused on advancing women and expanding access to opportunity. Registration for this event is through Eventbrite. Click here to view Eventbrite's Privacy Policy.

Description from nypl.org