Estate Planning Strategies Using Irrevocable Trusts WEBCAST
2027-04-20 15:00 - 20:30 UTC | Your Desk
Many of our clients are looking for techniques to transfer wealth to their loved ones while minimizing gift and estate taxes. Irrevocable trusts take advantage of the currently high exclusion amount to freeze their estates. This course will analyze the advantages and disadvantages of using a wide variety of noncharitable trusts, such as spousal lifetime access trusts, grantor retained interest trusts, intentionally defective grantor trusts, qualified personal residence trusts, life insurance trusts, domestic asset protection trusts, and dynasty trusts.
