Income Tax Basis, the Second Time Around

04 Oct 2017
9:45 am - 11:00 am

Income Tax Basis, the Second Time Around

How to use trust protectors and advisers to achieve optimal basis results for trusts that are or will become irrevocable. Includes a discussion of the effective use of trust protectors in the Wealth Docx® drafting system and practical tips on how to generate revenue from past clients and position the attorney as the center of influence in the client’s financial affairs.