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Getting Creative With Estate Planning - Webinar

  • ID: 4409993
  • Webinar
  • October 2017
  • Region: Global
  • 90 Minutes
  • Lorman Business Center, Inc.
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Learn how to create a pass of wealth from generation to generation without interfering with transfer taxes.

The estate planning process in todays hectic and fast paced world has become largely impersonal. Practitioners tend to focus solely on financial rates of return and tax minimization strategies without any thought to the clients actual goals or objectives. Modern estate planning from a number only perspective can be a major disservice to clients and their families. In many instances, it can make a clients true objectives to preserve wealth longterm more difficult to obtain. This material helps practitioners first understand client objectives and then presents unique tools and strategies to tailor and craft plans that reach those objectives over multiple generations. The content will specifically take a look at the Dynasty Trust as a vehicle to help preserve client wealth and communicate values over multiple generations.

Learning Objectives
  • You will be able to define client objectives.
  • You will be able to identify how to preserve the voice of the testatorgrantor.
  • You will be able to recognize how to plan for multiple generations and differing family dynamics.
  • You will be able to review how to get creative with trusts.
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How to Plan for Multiple Generations and Differing Family Dynamics
  • Defining Client Objectives
  • A New Look at Values Based Estate Planning
  • Preserving the Voice of the Testator/Grantor
  • Avoiding Scenarios of Undue Influence and Potential Future Litigation
  • The Importance of Lifetime Sub-Trusts for Heirs
  • Role of the Trust Protector
Getting Creative With Dynasty Trusts
  • Asset Protection Trusts as IDGTs
  • Family Banking Provisions in Investment-Driven Vehicles
  • Using Asset Protection Trusts That Actually Work
  • The Role of a Private Trust Company
  • Bifurcating Trustee Duties
  • Using Derivatives of Carry Interest for Fund Owners
  • Charitable Planning and the Dynasty Trust
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Jeffrey D. Steed - Kirton McConkie PC
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This webinar is designed for attorneys, estate planners, presidents, vice presidents, CFPs, accountants, finance directors, business owners and managers, controllers and CFOs.
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