$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.
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®
PREVIEW:
Spend a couple of hours with Lew Dymond discussing reflections, considerations, musings, and cogitations on Marital Deduction Planning in light of portability and high applicable exclusion amount.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Lew Dymond, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Do you know what kills more large IRA accounts than anything else? – Admiration. Admiration kills large IRA accounts because the owner, and even the financial advisor who helped them grow the account, fail to plan for the ultimate income and potential estate taxes due on the balance. Instead, they get caught up in growing the account to the largest possible balance, admiring each statement and deriving great satisfaction from their savings and investment success. Come and learn how to leverage an IRA into a legacy asset that supports not only the owner and their spouse, but also several generations of beneficiaries.
Presented by Aubrey Morrow