Edu Webinar: Max. Wlth Trnsfr While Hldng onto Income Slide Set

Edu Webinar: Max. Wlth Trnsfr While Hldng onto Income Slide Set
View the slides that our special guest, Kelly Kidwell, uses to explain the design of a LLC-CRT w/IDGT for providing inter-generational protection of wealth while protecting current generation income.

Webinar Topics will include:
- Intra-vivos Split Interest Wealth Transfer
- Minimizing capital gains taxes
- Mitigating or eliminating estate transfer taxes
- Spouse and Charity Gift Trust
- 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.

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GEAR Approval #: 2010-0195
Details
Product # SKU127
Type(s) slides
 
Price: $45.00
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