Mastering the Art of Advanced Estate Planning: Strategies for the Modern Financial Advisor

Mastering the Art of AdvancMastering the Art of Advanced Estate Planning: Strategies for the Modern Financial Advisor Estate Planning: Strategies for this comprehensive session equips financial advisors with cutting-edge techniques to navigate complex wealth transfer strategies for high-net-worth clients. Gain in-depth knowledge of five sophisticated estate planning vehicles, including SLATs, BDITs, Dynasty Trusts, CRTs, and IDGTs. Learn to confidently recommend and implement these advanced strategies to optimize your clients' estate plans and minimize tax liabilities.

Learning Objectives:

1. Gain an understanding of five sophisticated estate planning vehicles:
   • Spousal Lifetime Access Trusts (SLATs)
   • Beneficiary Defective Inheritor's Trusts (BDITs)
   • Dynasty Trusts
   • Charitable Remainder Trusts (CRTs)
   • Intentionally Defective Grantor Trusts (IDGTs)
2. Master the nuances of each strategy, including their advantages, potential pitfalls, and tax implications.
3. Identify the pros and cons of each technique so you can confidently recommend the appropriate methods for your clients' unique financial situations. Modern Financial Advisor