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ENGAGE 2017


EST1714 - Running the Numbers


Jun 15, 2017 7:00am ‐ Jun 15, 2017 7:50am

Standard: $49.00

Description

While there are many estate planning techniques that can shift wealth, not every estate planning technique is viable. Accordingly, the best way to determine the appropriate technique or combination of techniques is to run several different analyses.

Attendees will learn about:

  • The primary estate planning techniques used today
  • The quantitative “forces” that drive each estate planning technique
  • Developing flexible assumptions-driven analyses to determine the best combination of estate planning techniques

Speaker(s):

Tags: EST

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