Most practitioners understand the basic advantages of various estate planning transactions. What many do not understand, however, are the quantitative "forces" that make these transactions work. Once understood from a quantitative perspective, it is easier to effectively design a successful overall estate plan. During this session, we will discuss the mathematics behind the most popular estate planning transactions used today and how these transactions can be used in combination with each other so as to create the perfect hedge against estate and gift taxes.
Understanding the various estate planning techniques available
Determining how to structure certain estate planning techniques to maximize overall goals