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ENGAGE 2017


ENG1709 - New Trends in Estate Planning


Jun 14, 2017 1:00pm ‐ Jun 14, 2017 1:50pm

Standard: $49.00

Description

This session will include a discussion about the estate planning that should be done based on the estate tax, income tax and creditor and divorce protection desires that most of our clients have in the current environment. Much of the session will include the flexibilities that can be built into trusts to be able to make changes as we continue to adapt to tax and other changes.

Attendees will:

  • Learn how trusts are designed to best protect assets from taxes and creditors
  • Learn how trusts can be changed through a technique called decanting
  • Learn why the Hybrid Domestic Asset Protection Trust is the most important development in estate planning and asset protection

Speaker(s):

Tags: PFP EST

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