ON-DEMAND WEBINAR

As individuals and families accumulate wealth over a lifetime, protecting those assets becomes just as important as growing them – particularly in the face of rising long-term care costs and evolving legacy planning goals. We’ll explore advanced wealth preservation strategies designed to help minimize taxes, insulate accumulated assets from the potential financial impact of long-term care needs, and support multigenerational legacy planning objectives.  
 
Watch members from CohnReznick’s Private Wealth Management practice alongside senior members of Lido Advisors as they discuss how thoughtful integration of insurance, trusts, education funding strategies, and estate planning can help preserve wealth across every stage of life and create a lasting legacy for future generations. 

At the end of this session participants will be able to:  

• Evaluate tax-efficient investment strategies designed to preserve and grow wealth by assessing diversification, after-tax returns, and inflation-hedging approaches. 
• Analyze the strategic use of life, liability, and long-term care insurance to mitigate risk, protect assets, and support effective wealth transfer planning. 
• Identify modern estate planning techniques, including advanced trust structures, and assess the impact of 2025-2026 tax law changes on multigenerational wealth planning. 
• Apply asset protection frameworks, such as trusts, LLCs, and umbrella insurance, to reduce exposure to creditor claims and litigation risk. 
• Assess retirement optimization strategies by considering current tax law provisions, Roth conversion planning, and longevity risk management. 
• Evaluate liquidity and cash-flow management techniques to help ensure adequate reserves, minimize forced asset sales, and align financial resources with long-term objectives. 

Recorded on May 19, 2026.

SPEAKERS

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.