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ENGAGE 2017


TAX1747 - Powerful Income Tax Planning Opportunities Through Estate Planning Strategies and Other Practical Advice You Should Be Telling Your Clients


Jun 15, 2017 1:30pm ‐ Jun 15, 2017 2:45pm

Standard: $49.00

Description

This session will de-bunk many of the myths that wealth planners simply summarily accept with regard to the most popular planning devices. For instance, learn: why almost every FLP or FLLC should be either modified or terminated and why they are ordinarily considered reprehensible from the viewpoint of the second generation; why trusts are often the most powerful income tax shelter devices, and how they can be used to obtain multiple basis step-ups; and how the quintessential life insurance trust provides clients with access to the cash value, is estate tax sheltered and avoids funding complexities. Those strategies and other techniques are applicable to almost all of our clients.

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Tags: TAX

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