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ENGAGE 2020


Trusts from A-Z


Jun 8, 2020 1:30pm ‐ Jun 8, 2020 2:45pm

Description

This session will focus on the non tax advantages and tax advantages of using a trust in planning ones estate.

Learning Objectives:

1. Determine what type of trust may be necessary for a clients tax and non tax objectives to be achieved.

2. Learn how trusts can help avoid delay, save costs and provide security to a client's family.

Speaker(s):

Tags: EST
Category: Concurrent Session (Onsite and Online)

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