$25.00
As society ages the need for services by this demographic are going to increase. This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55. Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
PREVIEW:
As society ages the need for services by this demographic are going to increase. This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55. Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
What should you do – and what can you do – with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world? Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by R.J. Kelly and Addie Murdock
PREVIEW:
This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.
Most advisors and attorneys wonder “How do I play with that person?” and “Do I lose control?” Alaska trusts are not only an advantageous asset protection method, but also allow the local financial planner to manage the assets. Tax reporting allows use of trust ID or the individual’s SSN.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.M
Click play to watch a short video about ‘Realities and Benefits of Using Alaska Trusts’