Best Planning Ideas in 2017

04 Oct 2017
11:30 am – 12:30 pm

Best Planning Ideas in 2017

CLE Eligible

This session will provide you with actionable strategies for state and federal income tax planning, asset protection planning, and estate tax planning. This discussion will cover incomplete non-grantor trusts, Roth conversions and charitable remainder trusts for deferral, rate arbitrage, third-party and domestic asset protection trusts, dynasty trusts, spousal limited access trusts, life insurance strategies, and more.