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Advisors have long explored asset allocation, but what about asset location strategy? By understanding the different estate, tax and asset protection implications of various investment holdings and accounts, along with a client's goals and other factors, advisors can deliver more value by selecting a more optimal investment portfolio among a client's accounts. Advisors should equip themselves with a more integrated and cohesive understanding of these types of accounts, factors for client consideration, and tips and tricks for making strategic changes to a client's investment portfolio to enhance investment and estate planning benefits.

1. Distinguish asset location strategies from asset allocation and explain their significance in financial planning.
2. Identify key factors involved in asset location analysis and their impact on investment outcomes.
3. Implement asset location strategies across various account types, including 529 plans, grantor trusts, and others.

Brian Balduzzi, Esq., Tax LL.M., MBA, CFP, CEPA, AEP, IPA
Senior Associate, Private Client Services Group at Faegre Drinker Biddle & Reath LL

Brian M. Balduzzi is a Senior Associate in the Private Client Services Group at Faegre Drinker Biddle & Reath LLP in its Philadelphia, Princeton, and New York offices. Brian specializes in sophisticated estate and wealth transfer planning, helping business owners and their families prepare for transitions, exits and succession. He also advises clients on estate, gift, income and generation-skipping tax exemption strategies, charitable planning, prenuptial and divorce planning, estate and trust administration, and fiduciary litigation. Brian is a tax, business law, estate planning, accounting and finance adjunct professor for multiple undergraduate, graduate, law school and doctoral programs. He is licensed to practice law in Pennsylvania, New Jersey, New York and Massachusetts, and Florida, and he is the process of waiving into the South Dakota bar.