$25.00
What is a Private Trust Company? How does it work? Planning Considerations: The Entole Solution: Governance, Processes, Legal Structures, and Technology
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Matthew Grupp, Esq. and Christian Grupp
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
What is a Private Trust Company? How does it work? Planning Considerations: The Entole Solution: Governance, Processes, Legal Structures, and Technology
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Matthew Grupp, Esq. and Christian Grupp
Click here to see the Gathering Agenda with the list of the presentations and presenters.
The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-return risks”. Sequence-of-returns risk is the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual’s underlying investments. The order or sequence of investment returns is a primary concern for retirees who are living off the income and capital of their investments.
Another misconception we see is people think that legacy planning is “just for the kids.” However, legacy planning is actually MOST important for the surviving spouse. Going from married to single tax brackets, the standard deduction is cut in half, marginal brackets shrink, and overall taxes go up dramatically. Added to which, losing one of the two Social Security payments and potential pensions, income is almost always reduced as well. So taxes go up and income goes down for a surviving purpose.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP®
Jeff and Rebecca will discuss the advisability, applicability and benefits of creating Nevada Trusts for asset protection, estate tax minimization, and state income tax avoidance. The discussion will include the use of Nevada Domestic Asset Protection Trusts (also known as Nevada On Shore Trusts or “NOSTs”), Nevada Incomplete Gift Non-Grantor Trusts (“NINGS”), Intentionally Defective Grantor Irrevocable Trusts (“IDGTs” or “IGITs”), and Beneficiary Defective Irrevocable Trusts (“BDITs”). In addition, there will be a discussion regarding the California Uniform Voidable Transactions Act (“UVTA”) and its potential impact on Nevada Trusts for California residents.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Jeffrey Burr, Esq. and Rebecca Haines, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP®
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