Please join us for a special program with Victor Santiago and Drew Lagrande of Truist Wealth. The presentation will cover techniques that typically perform better for transfer tax purposes in a higher interest rate environment, such as Qualified Personal Residence Trusts and Charitable Remainder Trusts.
Tuesday, February 13, 2024
5:15 p.m. – Registration check in and cocktails
6:00 p.m. – Dinner and program
7:25 p.m. – Closing remarks
Location: Michael's On East, 1212 East Ave. South, Sarasota, FL 34239
About Our Speakers
Drew LaGrande, CEPA
Drew LaGrande offers clients more than 10 years of comprehensive wealth management experience assisting ultra-high net worth families with a wide variety of wealth management needs, including estate and gift tax planning, income tax planning, financial planning, philanthropy, risk management and family governance.
Drew is a member of the Florida Bar. As a former estate planning attorney he advised clients on matters involving estates and trusts, tax planning, business succession planning, asset protection, entity selection and planned giving.
Drew holds himself accountable to recommend strategies with the client’s needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources. Drew takes the time to talk to and get to know his clients to help gain an understanding of the critical aspects of a client’s financial life so that he can assess the interaction of multiple objectives and the far-reaching implication they can have on each other.
Bachelors of Science in Finance
University of Central Florida | 1993 - 1997
Nova Southeastern University, Shepard Broad Law | 1997 - 2000
Master of Laws in Estate Planning
University of Miami, School of Law | 2000 - 2002
Drew serves on the Federal Tax Committee of the Florida Bar Tax Section.
Victor G. Santiago, J.D., LL.M. (Taxation), CEPA®
Victor Santiago is a Senior Wealth Strategist with Truist Wealth. He offers clients more than 25 years of experience in tax and estate planning, financial planning, trust administration,business planning, and contingency planning. In his current role, Victor assists high net worth families and business owners with a wide variety of wealth management needs, including estate and gift tax planning, income tax planning, financial planning, philanthropy, risk management, and family governance.
Victor joined GenSpring in 2021 bringing extensive experience working with ultra-high net worth families and business owners. As a former tax attorney, he advised clients on matters involving estates and trusts, tax planning, business succession planning, and asset protection.
Master of Laws (Taxation)
Villanova University School of Law | 1995
St. Thomas University School of Law | 1994
Bachelor of Arts
Emory University | 1991
Dinner Sponsored by Take Care Private Duty Home Health Care