Tuesday, March 9, 2010
A summary of the program is below:
The estate tax is looming-leaving the future of your clients unknown. When drafting a post-mortem estate, you must implement flexible trust & estate plans to protect your client's assets & shield descendants from the various tax liabilities at stake. Join us for this 60-minute audio program where you will discover:
- Strategies to draft flexible post-mortem trust & estate plans
- Income tax & estate tax considerations to secure your client's assets
- Asset protection & fiduciary requirements for the post-mortem estate
- How disclaimers and trust protectors provide trust flexibility
This live 60-minute audio conference will equip you with the knowledge to prepare for the legal obstacles that accompany post-mortem estate planning, while shielding family members and heirs from unforeseen financial obligations.