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AICPA ENGAGE 2018


ENG1803 - Practical Implementation of Wealth Transfer Strategies


Jun 11, 2018 11:15am ‐ Jun 11, 2018 12:30pm

Standard: $49.00

Description

Many advisors shy away from implementing and administering advanced estate planning strategies. Gaining the knowledge and confidence to add these services to your practice can provide tremendous value to your clients. In this session we will discuss the implementation and administration of two specific strategies. Grantor Retained Annuity Trusts and Sales to Intentionally Defective Grantor Trusts.

Learning objectives:

• High level overview of Grantor Retained Annuity Trusts and Intentionally Defective Grantor Trusts

• Identifying opportunities to use the above techniques

• Understanding best practices and traps when implementing the above techniques.

Speaker(s):

  • Brian King, Officer - Other Non-Financial, Plancorp
Tags: PFP EST

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