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Estate Planning Opportunities For 2019



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Recording and Slides are Available Here


Based on the planning ideas in Bob Keebler’s Top 40 Tax Planning Opportunities For 2019, Bob and Michael Geeraerts will review many of the great ideas in the book.  Clients are constantly asking for creative planning ideas and the ideas covered in the book and in this webinar will provide you with the planning ideas you need for your practice.  Join Bob and Michael in their exclusive LISI webinar on June 6 at 3pm ET where they will review some estate planning ideas.

Topics that will be covered in this webinar include:

    • Portability
    • Intra Family Loans
    • Grantor Retained Annuity Trusts
    • Family Limited Partnerships
    • Note Sales to Grantor Trusts, Including Using Self-Cancelling Installment Notes
    • Spousal Lifetime Access Trusts
    • Dynasty Trusts
    • Domestic Asset Protection Trusts
    • Trust Decanting
    • Trusts as IRA Beneficiaries
    • Trusts as S Corp Shareholders
    • Retirement Charitable Remainder Trust


    There will be no CE for this webinar


    For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

    Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

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