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Class Four: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption ::

Martin Shenkman Wednesday May 16th - Advanced Income Tax Ideas, Decanting, Reformations, Fiduciary Income Tax Strategies that Work and Action Steps to Move Forward



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Recording and Slides are Available Here


 Class Four: Marty Shenkman - Advanced Planning Ideas
 
In his idea-packed webinar, Marty will cover the following topics:
 
  • What to advice clients on existing trusts (Decanting, protector actions and more); 
  • Creating a cohesive plan of grantor and non-grantor trusts to address a range of issues; 
  • Addressing aging and longevity issues (revocable trusts, protectors, institutional trustees;
  • Practice planning tips to efficiently and profitably handle the myriad of trust techniques necessary in the current environment;
  • Sample practice tools to use, including schematics to explain trust options to clients and glossary of trust terms to assist clients make decisions. 


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