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Intergenerational Wealth Transfer: Four Concepts You Need to Know

Session Speakers
Session Description

Why Attend
Better advise clients who are preparing to transfer their material assets to the next generation by understanding four essential trust and estate planning concepts.

Session Details
What are your fiduciary responsibilities when it comes to trust and estate planning? Gain insights into tax efficiencies, asset protection, and other areas you must be knowledgeable about as a fiduciary advising clients seeking to transfer their wealth to the next generation, specifically:

  • Income tax efficiency for trust investments
  • IRAs that are payable to trusts
  • Asset-protection trusts and their caveats
  • Incomplete gift non-grantor (ING) trusts to reduce state income taxes

Additional Information
CPE-1.5 hrs, CIMA-1.5 hrs, CE-1.5 hrs
1h 15m
Session Schedule