Maximizing Wealth Transfer While Holding onto Your Income - 10/30/09

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.

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

To enjoy this product for free as a member or to learn more about membership rates, click here

GEAR Approval #: 2010-0195

Listen as our special guest, Kelly Kidwell, 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...

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

NON-MEMBER PRICE FOR THIS PRODUCT IS $55
MEMBER PRICE FOR THIS PRODUCT IS $55 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

GEAR Approval #: 2010-0194

Running Time: 69 min, 17 sec