In this meeting, learn the five building blocks to wealth transfer: fundamental planning, basic planning, intermediate planning, advanced planning and charitable planning.
BENEFITS
Earn 2 CPE credits in TX.
HIGHLIGHTS
This session will discuss the basic building blocks of wealth transfer strategies. The speaker will detail:
- Outright gift of cash/securities to Dynasty Trust
- Transfer of non-voting Family LLC interest to Dynasty Trust
- Complementary Strategy: Zero GRAT (level or graduated)
- Complementary Strategy: Sale to a Dynasty Trust
- Complementary Strategy: Dynasty Trusted funded with life insurance
- Charitable Planning
SPONSORED BY
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Early birds save $15. Late fee applied after 12/10. Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.