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2018-2019 WEBINAR: ABCs of Choosing & Drafting the Right Trust for Client Goals, Part 2

Fri, Mar 15, 2019   12:00 PM - 1:00 PM

Online, ,

Topics of Discussion: Role of special purpose trusts – Special Needs Trusts, credit shelter trusts, and insurance trusts; Charitable giving alternatives – charitable remainder trusts and charitable lead trusts; Issues related to the Generation; Skipping Transfer Tax and portability; Integration of trust plans with larger estate plans

PLEASE NOTE: For more information and to register CLICK HERE. You will be redirected to a registration page thru WebCredenza where you will register and pay. Do not click on the register online button on this page.

This webinar is NOT included in Membership Plus.

For more information about this event, please contact Alexis Teal.

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