22
May
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 potentially avoid probate / protects privacy / potentially 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, May 22, 2024
3:00p - 4:00p EST