We sat down with Shane Jasmine Young, Attorney and Founder of Young Law Group, to discuss estate planning for minor children and business owners. Our conversation covered: Common misconceptions about estate pla...
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If you have heard of PPLI, and want to learn more about how it can benefit your clients, this is the presentation for you. This webinar discusses: How PPLI works, and how it's different from a traditional insur...
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If you have heard of PPLI, and want to learn more about how it can benefit your clients, this is the presentation for you. This webinar discusses: How PPLI works, and how it's different from a traditional insur...
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This webinar discusses important planning issues and options that are often overlooked in “typical” SLAT plans, including: Enhancing access to SLAT assets by using SPAT and DAPT variations Coordinating wit...
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Looking to understand Private Placement Life Insurance (PPLI)? Listen to this podcast from Peak Trust Company featuring Matt Jones, President of Legacy Capital, as he discusses the fundamentals of Private Place...
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This webinar discusses estate planning for clients who have blended or stepfamilies. Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate ...
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This webinar sets the stage with a review of split-dollar life insurance planning. We follow prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in ...
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In this presentation, speakers Thomas A. Tietz, Esq., Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq. explore the following questions: - How can practitioners (CPAs, wealth advisers, attorneys, insura...
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Grantor retained annuity trusts (GRATs) provide an opportunity for your client to transfer assets that are appreciating in value to the next generation with little to no income, estate, or gift tax payments bei...
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