Presented by Michele Fitzpatrick & Attorney John Spino

In this collaborative session, we'll explore how 1031 exchanges can amplify your estate planning objectives. Whether you're looking to minimize estate taxes, facilitate smooth wealth transfers, or create lasting financial security for your family, we'll show you how strategic exchanges can serve multiple purposes simultaneously.

What you'll discover:

• How to align your exchange strategy with your estate planning goals
• Timing considerations for maximizing both current and future benefits
• Creative approaches that others might consider beyond traditional planning
• Personalized strategies that fit your unique family situation

This goes beyond traditional estate planning—it's about crafting a legacy that reflects your values and empowers the next generation. We're committed to helping you see possibilities you might not have considered and turning your vision into a concrete plan.