Creative Planning with Completed Gift Self-Settled Dynasty Trusts

Gather a potpourri of practical planning ideas for clients of all wealth strata, practical practice pointers and more for estate planning practitioners. Topics will range from technical planning tips (e.g. the use of a two tier Wandry clause to mitigate against a potential Powell issue), to tips on planning before the 2020 election for most clients, and practical ideas to safeguard aging clients and increase the role and services of practitioners. Receive pointers to minimize malpractice risks, and more. The content will be updated to reflect new developments occurring up to the program date.