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STEP Texas: Integrating PPLI into a Comprehensive Wealth Plan
Milan Solarz-Patel, Founder and Chief Tax Advisor of Auric LLC, will attend STEP Texas’ program “Integrating PPLI Into a Comprehensive Wealth Plan” on Wednesday, November 5, 2025, in Houston, TX from 1:00 p.m. to 7:30 p.m. at 3737 Buffalo Speedway, 6th Floor Conference Space. With more than 20 years of experience, Milan focuses on trust and estate tax planning, entity structuring, and regulatory compliance for high-net-worth individuals, families, and multinational business
Joe @ Auric
Oct 22, 20251 min read
*FREE STEP webinar* No-contest clauses in trusts and estate planning - do they stand up to scrutiny?
A no contest clause, also called a forfeiture clause, allows a will or trust to cut off a beneficiary who challenges its terms. These...
Joe @ Auric
Oct 8, 20251 min read
*Interesting Read* Cole Schotz P.C. eBook: Guidebook for Start-Ups & Emerging Companies
This concise eBook from Cole Schotz P.C. outlines the legal building blocks every founder should address early: entity selection and...
Joe @ Auric
Sep 29, 20251 min read
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