In our last webinar event you heard Kelly Kidwell speaking about advanced planning strategies regarding Private Component Foundations. We had MANY strong requests for more and deeper content on this subject. This presentation takes you through both strategies and practices in "Advanced Techniques Involving Private Component Foundations".

In this presentation you will learn specific split-interest techniques involving Private Component Foundations. You will see examples of the types of cases where these techniques can prove valuable by producing favorable outcomes; producing personal tax deductions involving corporate dollars, buy-sell, key person, and more.

You will learn how to greatly improved ability to identify the kinds of situations and applications for these techniques to better serve clients in the advanced and charitable markets. 

Webinar topics will include:
- Advanced Private Component Foundation Techniques
- Deeper exploration of private foundation rules
- Split interest trusts
- Strategies and Practices for Successful Client Outcomes
- and more...

Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.

For the video companion for this presentation, click here.

NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS $45 FREE

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GEAR Approval #: 2010-0199