Name
Day Two - Implement
Date & Time
Thursday, October 1, 2020, 1:00 PM - 2:30 PM
Jennifer Davenport
Description

In this 90-minute session, WealthCounsel's VP, Editorial, Jenni Davenport, will demonstrate how Wealth Docx® enables you to implement the estate planning strategies introduced in the first session of this series: (1) Grantor Retained Annuity Trusts, (2) Installment sales to Intentionally Defective Grantor Trusts (IDGTs), (3) Sales of Family Limited Partnerships to IDGTs, (4) Irrevocable Life Insurance Trusts, and (5) Spousal Lifetime Access Trusts. This session will include live demonstrations of how to draft the documents involved in each strategy. 

Virtual Session Link
Course Level
Intermediate
Course Focus
Trusts & Estates