You Can't Beat a BDIT (Beneficiary Defective Inheritor's Trust) to Unlock Advanced Estate and Asset

Speakers:

Wayne Zell

NAPFA CE Credit: 1

CFP® CE Credit: 1

NASBA CPE Credit: 1

NASBA Field of Study: Specialized Knowledge

Session Type: Workshop

Date: 5/9/2025

Time: 11:30 AM - 12:30 PM

Location: Phoenix DE

Are you ready to elevate your estate planning expertise and offer your high-net-worth clients a powerful tool for wealth preservation? Join us for an exclusive workshop that will demystify one of the most sophisticated estate planning techniques available today: the Beneficiary Defective Inheritor's Trust (BDIT).

Learning Objectives:
In this intensive session, you'll dive deep into the intricacies of BDITs and emerge with the knowledge to:

Construct a bulletproof BDIT that stands up to scrutiny
Pinpoint the ideal scenarios for BDIT implementation
Navigate the potential pitfalls and mitigate risks associated with BDITs

You Can't Beat a BDIT (Beneficiary Defective Inheritor's Trust) to Unlock Advanced Estate and Asset

Join the leading Fee-Only event—register now for the 2025 NAPFA Spring National Conference!