Name
Monster Mash - A Grab Bag of Estate Planning Techniques for Clients with Complex Estates
Date & Time
Thursday, October 19, 2023, 2:05 PM - 3:05 PM
Speakers
Description
We will review the “scarier” estate planning techniques for clients with estate tax fears and illustrate how these various pieces come together in a plan. Are SLATs, QPRTs and GRATs tricks or treats? Can charitable planning components slash your clients’ tax bill and accomplish family goals? Does the prospect of a gift or sale to a grantor trust make your blood run cold? What other trip wires are out there on complex estates? We will head into this house of mirrors and seek some refuge from the goblins.
Name
Name
Session Type
Symposium
Speaker Invited?
Committee Member Assigned
Speaker Confirmed?
Yes
Topic Title?
From Speaker
Topic Description?
From Speaker
Speaker Bio?
From Speaker
Materials Submitted?
NO
Dinner RSVP
No