Upon death, and lacking proper planning, the IRS can treat IRAs, annuities and other vehicles as IRDs (Income in Respect of a Decedent).

How can you present alternatives to your clients? Listen as we delve into the fundamental workings of CRTs, and how they can optimize client income as part of advanced estate planning.

You will gain valuable insights and background necessary to understand how CRTs may work for your clients (Part 1), in preparation for our CRTs in Tandem Safety Net Estate Plans (Part 2). Hear and watch as founder of the APN, Kelly Kidwell, walks you through this powerful strategy for opening new conversations with high net-worth clients, and help them with estate tax and wealth transfer planning.

Designed for the evolving needs of real world clients, the Safety Net Estate Plan is a powerful technique for protecting and supporting your clients.

For the slide set companion for this presentation, click here.

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GEAR Approval #: 2009-9322

Running Time: 15 min, 15 sec