Overview

Sandeep Varma has seen many trusts unravel due to family greed, lack of communication, improper advice, and mistrust. Many clients have had their final wishes go unfulfilled. Many of these circumstances could have been avoided, and yet were not. Through real life stories, this book will provide you the knowledge you need to help make your wishes a reality and help ensure that your estate will transition smoothly. The 2nd edition has been updated with current tax, legal, and financial information.

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9781937731274

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Sandeep Varma is the creative mind and backbone of ATS Advanced Trustee Strategies. As a financial advisor for over 25 years he has made it his goal to help families plan for their futures. With comprehensive knowledge of diverse and sophisticated investment vehicles, he specializes in working with clients and a team of advisors to implement advanced strategies.In 1995 Sandeep developed our signature seminar, The 7 Biggest Mistakes Trustees Often Make based on his experience with an actual client family. He witnessed, firsthand, how miscommunication, greed and bad legal and financial advice caused his clients' estate plans to be severely disrupted. All of it was preventable. Unfortunately, the circumstances are all too familiar. The seminar was developed to help people to avoid those common mistakes. Since then he has developed additional educational tools to assist advisors in this complex area of financial & estate planning.Sandeep conducts in-depth, small group or individual training for advisors and professionals and speaks regularly at various regional and national conferences and symposiums helping them to understand how to educate and implement various advanced strategies for their clients. His strategies not only allow clients to work toward their goals but have also resulted in almost $100 million dollars of planned gifts to various local and national charities such as American Red Cross, Sitrin Healthcare Foundation, SHARP HealthCare Foundation, Palomar Pomerado Health Foundation, St. Vincent de Paul, the Blood Bank, Boy Scouts of America, & Children's Hospitals of Oakland and San Diego.Sandeep is also well known as a dedicated family man. His partner, Nisha, is also his wife and their children, Ashni, Smita, & Sanjeev are often seen accompanying them to the office and are enjoyed by the staff as well as visiting clients. He puts high value on family, which is often reflected in his work with clients and is the reason behind his multi-generational planning.

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