Estate planning is not just for high net worth individuals.
Unfortunately, many believe you must have a high net worth in order to concern yourself with estate planning, in part due to the ever increasing estate tax exemption. Between that and the enactment of portability laws, fewer people use estate planning techniques available to them. A common opinion is that estate planning is for people who want to limit exposure to estate taxes, and in reality estate planning is so much more than just passing wealth on from generation to generation.
Agenda
Faculty
Peter H. Wayne, IV
Advocacy Trust
- Corporate Counsel to Advocacy Trust and its affiliated companies
- Practice focuses on assisting clients with personal, estate and business planning needs
- Recently selected by Louisville’s Business First as a Forty Under 40 member for 2016, and while in private practice, was selected as one of Louisville’s “Top Lawyers” in the area of Elder Law by Louisville magazine in 2014
- Frequent speaker for local, regional and national organizations and associations
- Writer of several publications related settlement and special needs planning
- J.D. degree, Chase College of Law, Northern Kentucky University; B.S. degree in finance, Miami of Ohio
- Can be contacted at 502-715-2823 or [email protected]
Peter H. Wayne, IV
Advocacy Trust
Peter Wayne serves as counsel to Advocacy Trust, while also serving as an administrative and business development officer for the Forge Companies. Peter originally served as a settlement planner and attorney for Forge Consulting from March 2009 until November 2011 and then returned to the Forge Companies after gaining experience as an estate planning lawyer at Wyatt, Tarrant & Combs, LLP, a large regional law firm, and as an administrative and business development officer at Stock Yards Bank & Trust Company, both located in Louisville, Kentucky.
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