Heightened market volatility can be unsettling for clients but can present ideal estate planning opportunities. Fiduciary Trust International trust experts discuss several strategies to take advantage of fluctuating asset prices, including GRATs and using gifts of interests in family businesses or securities, to mitigate gift and estate taxes.
This webinar is included for Trusts & Estates and Practice Development Subscribers and provided live complimentary for Business Law Subscribers.
Regular Price: $129 | Trusts & Estates Price: $0 | Trust Administration Price: $0 | Gun Law Price: $129 | Business Law Price: $129 | Practice Development Price: $129
CLE:
1.0 credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN
No CFP
No CPE
In order to be awarded the full credit hours, you must be present during the entire program.
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.