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Estate Planning Strategies in the Political Debate

April 11 @ 2:00 pm - 3:00 pm EDT

Lawmakers have been giving us indications as to what may lie ahead in future legislation around certain wealth transfer strategies. Join Brett Berg as he reveals what can be learned from past proposals and which estate planning strategies might be altered or eliminated.

We’ll review some of the strategies that have recently come under scrutiny, including annual gifting, grantor trusts, and dynasty trusts. Brett will explain these strategies and how they can be used to meet the needs of clients … while they’re still available!

Watch this captivating webinar then circle back to the Trimester Sales Strategies site for the sales kit, resources, and tools.

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Details

Date:
April 11
Time:
2:00 pm - 3:00 pm EDT
Event Category:

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