Nabity on Business

19. Inside Estate Planning for $10M+ Families with Zach Petersen

• David Nabity

Share episode

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 42:04

You can build a serious company, stack real wealth, and still get tripped up by basic legal structure.

Dave sits down with Zach Petersen of Dvorak Law Group to walk through the mistakes they keep seeing in high-net-worth estate plans. Rental properties with no LLC protection. Revocable trusts that were never funded. Valuations that won’t survive an audit. Gifting strategies that quietly invite a 40 percent estate tax problem.

If you own a business and your estate is north of eight figures, this conversation hits close to home.

Key takeaways:

  • A trust that isn’t funded still sends your family through probate.
  • An LLC only protects you if you actually operate like an LLC.
  • A weak valuation invites a very strong IRS response.
  • An intentionally defective grantor trust can reduce your estate year after year when structured correctly.
  • The way you pass wealth shapes the character of the next generation.


Connect with us:


At Nabity Business Advisors, we help business owners handle the “big picture” issues so they can stay focused on building for the future. Learn more at Nabity.com.