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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MEMBER PRICE FOR THIS PRODUCT IS
$45 FREE
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GEAR Approval #: 2010-0195