Estate Planning Workshop
You Have an Estate Plan. But Is It Built for Your Wealth?
Most estate plans are designed to avoid probate and minimize taxes at death. But for families with significant wealth, that’s just the baseline – not the strategy.
The real cost of a “standard” estate plan reveals itself over decades: in unnecessary state taxes paid, asset protection gaps exposed, privacy surrendered, and multi-generational wealth eroded by structures that weren’t built to scale with your success.
We invite you to a private workshop with three specialists who architect estate strategies for ultra-high-net-worth families:
- Antony Joffe, Chairman, Sterling Trustees (South Dakota)
- David Loesser, CFP®, CPWA®, President, The Estate Planners Group
- Michael Sneeringer, Esq., Member, Brennan Manna & Diamond
Critical Questions We’ll Address:
- South Dakota vs. your current trust jurisdiction: Could relocating your trust eliminate state income taxes and extend your legacy in perpetuity?
- Trustee structure risks: When does a family member or regional bank trustee create exposure rather than protection?
- Freezing vs. exposing growth: Have you locked in today’s estate tax exemption or will future appreciation face a 40% federal tax?
- Privacy and asset protection: Is your estate plan publicly visible? What creditor risks remain unaddressed?
- Institutional alternatives: How do the ultra-wealthy access private markets within trust structures?
Estate Planning Naples 2026
Estate Planning Workshops
Two Private Dinners to ensure substantial discussion
RSVP to one of the following dates and locations:
Shula’s Steak House
Date and Time:
5:00 PM on February 24th 2026
Place:
Shula’s Steak House
5111 Tamiami Trl N, Naples, FL 34103
Bistro 821
Dates and Time:
5:00 PM on February 25th 2026
Place:
Bistro 821
821 5th Ave S, Naples, FL 34102
Meet Your Hosts & Instructors:
Antony Joffe
Chairman, Sterling Trustees
Antony is the Chairman of Sterling Trustees LLC and oversees Sterling’s vision and mission. He has over 15 years of trust industry operating experience and has led the growth of Sterling to over $11 billion of assets under administration.
Antony is the cofounder and Board member of WealthHub – a software application built on Salesforce to streamline trust administration. Antony is also the cofounder and former president of the South Dakota Trust Association – an association created to represent the South Dakota Trust industry.
Prior to joining Sterling, Antony spent 15 years in the financial services industry in various roles including President of a Pennsylvania-chartered trust company. As Vice President at Janney Montgomery Scott’s investment banking group, he worked with emerging growth companies to complete public and private equity offerings, mergers and acquisitions transactions, valuations and other financial advisory work. Antony started his career as an auditor in the Business Advisory Group at Coopers & Lybrand. He earned his MBA in finance from Temple University and his bachelor’s degree in accounting from Emory University.
David Loesser, CFP®, CPWA®
President, The Estate Planners Group
David established The Estate Planners Group in 2001, and he serves as the President of the company. He is a veteran of the financial services industry and has worked for over twenty years helping seniors.
Fox Business Channel, CNBC, and Fox 29 News are among some of those who have interviewed David for his financial insights and perspective. He has been quoted online and in various magazines such as: USA Today.com, Financial Advisor Magazine, The New York Times.com, Bloomberg’s Businessweek.com, The Wall Street Journal (WSJ.com), The Chicago Sun Times.com, AOL News, Yahoo! News, Forbes.com, MSN Money, Boston.com (The Boston Globe), Investors.com (Investor’s Business Daily), Reuters.com, and others.
David has a bachelor’s degree from The College of New Jersey, and has four Master’s degrees. David graduated from Carnegie Mellon’s Tepper School of Business, HEC Lausanne University (Switzerland), and The Swiss Finance Institute with an Executive MBA in Asset and Wealth Management in 2013. He holds the CERTIFIED FINANCIAL PLANNER® certification from The American College and received the Certified Private Wealth Advisor Professional designation through the Yale School of Management.
Michael Sneeringer, Esq.
Member, Brennan Manna & Diamond
Michael A. Sneeringer is a Member at Brennan, Manna & Diamond LLC in the Bonita Springs, Florida, and Cleveland, Ohio, offices, where he focuses his practice on asset protection, estate planning, probate administration, and tax law. Mr. Sneeringer is a Fellow of The American College of Trust and Estate Counsel (ACTEC). Mr. Sneeringer is a Member of The Florida Bar and also has been admitted to practice law in Ohio and Wisconsin. Mr. Sneeringer graduated Cum Laude from St. Thomas University College of Law and received his LL.M. in Estate Planning from the Heckerling Graduate Program in Estate Planning, University of Miami School of Law.
Estate Planning Naples 2026
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