Join Prudential’s Karen Hofmann to get the inside track on how different factors have combined to make now the time to talk to clients about protecting their estates with a comprehensive strategy.
You’ll learn:
Why NOW is a perfect time for clients to address estate planning needs
Details and the uncertain future of the gift and estate tax environment
How Spousal Lifetime Access Trusts (SLATs) and Survivorship Standby Trusts (SSTs) can be flexible solutions for clients
More about estate planning on the Trimester Resource site
It’s a perfect storm for helping clients create estate plans
Thursday, April 7, 2:00 PM ET
Details
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