19
Oct
Estate Planning Seminar II: How to pass assets to your loved ones in a tax-efficient manner when you’re not around
Description
Topics covered include:
- Key elements in estate planning: will, trusts, power of attorney, health care proxy, and beneficiary designation
- Strategies to avoid probate / protects privacy / avoid estate tax
- Overview of popular trust setups and concepts
- Advanced gifting strategies and wealth transfer tools/vehicles
- Sophisticated wealth transfer strategies for non-US Citizens
- Key elements in estate planning: will, trusts, power of attorney, health care proxy, and beneficiary designation
- Strategies to avoid probate / protects privacy / avoid estate tax
- Overview of popular trust setups and concepts
- Advanced gifting strategies and wealth transfer tools/vehicles
- Sophisticated wealth transfer strategies for non-US Citizens
Date and Time
Wed, Oct 19, 2022
3:00p - 4:00p EST