Advanced Trust Strategies: Maximizing the Benefits of Trusts in Estate Planning
September 3@1:00 pm - 2:00 pm
Questions That Will Be Answered In This Seminar:
- What are the basics everyone should know about Trusts?
- What are some primary reasons that a person would want a Revocable Living Trust?
- What are some advanced strategy opportunities that are available through the utilization of a Trust?
- How can a Trust protect your rental homes, businesses or personal assets from lawsuits?
- How can a Trust protect your assets for others?
- How can a Trust strategically addressed highly appreciated assets (such as low basis stocks) and allow the advantage of two step-up in basis?
