Tax exempt crypto currency asset diversification trust
Do you own crypto currency that has appreciated so much you don’t want to sell it because you don’t want to pay the capital gains taxes?
What if you could sell that crypto, diversify your portfolio, not pay capital taxes, and get lifetime access to income?
No, this is not a Charitable Remainder Trust.
If you own crypto worth over one million dollars...
To learn what this actually is, and why it works better than anything you’ve probably seen before, fill out the form and register to attend our virtual lunch and learn training where you will discover how our unique, tax exempt cryptocurrency diversification trust will allow you to:
Sell appreciated crypto
Eliminate the capital gains tax,
Reduce or eliminate the estate taxes,
And still benefit from the entire pre-tax proceeds from selling your crypto.
Event Details
Date: Thursday, February 27th, 2025
Time: 2-3PM Eastern
Place: zoom https://www.assetdiversificationtrust.com/crypto?utm_source=chuckgore
We will deliver lunch to your door for the first 30 crypto currency owners who register.
Your lunch instructions will be in your confirmation email and text, so make sure to enter your correct email and cell phone numbers.
Sterling Foundation Management was founded in 1998 as the first nationwide firm dedicated to creating and managing private foundations for high net worth individuals and families. Since then, Sterling has grown to serve thousands of families in virtually every area where the concerns of high net worth families intersect with philanthropy.
Legacy Planning Virtual Lunch & Learn: How to use Books, Movies, and Media to Teach the Values you want your Family to carry on.
You are invited to our monthly virtual legacy planning lunch and learn.
This month we will be teaching how to use Books, Movies, and Media to Teach the Values you want your family to carry on.
Every person is unique, and each person learns differently.
Some discover through television or movies, while some prefer reading blogs and websites, or listening to podcasts.
Others prefer the on-the-go ease of mobile phone apps.
To help you navigate the vast array of these options, we have curated lists of our top picks in several different areas of modern media.
All you have to do is choose your preference and press play to open up creative discussions around media that can serve your family by connecting generations and teaching wisdom, values, and work ethic.
At this complimentary lunch and learn you will learn:
- How to use media to teach values, and then we will provide multiple sources of media examples that teach values, wisdom, and work ethic
Event Details
- Date: Thursday, February 27th, 2025
- Time: 12-1PM Eastern
- Place: https://www.truelegacyleaders.com/media?utm_source=chuckgore
Stan Miller is a nationally recognized estate planning attorney, a #1 Amazon best-selling author, the co-host of the Your Life Your Legacy podcast, and one of the cofounders of Wealth Counsel, the largest estate planning software program used by estate attorneys.
Your lunch instructions will be in your confirmation email and text, so make sure to enter your correct email and cell phone numbers.