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Advanced Trust Strategies: Maximizing the Benefits of Trusts in Estate Planning

May 29, 2025@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?

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Details

  • Date: May 29, 2025
  • Time:
    1:00 pm - 2:00 pm