In this webinar, learn why families of wealth with long-term estate planning goals are turning to Wyoming Private Trust Companies (“PTCs”) to serve as trustees of family trusts. Matthew will review some of the ways in which a governance system organized around a PTC can increase the family’s privacy, flexibility, and control when compared to traditional trustees. Discover how the PTC structure can empower beneficiaries to promote family wealth and harmony both within their families and in their coordination with their ecosystem of trusted professional advisors.
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 1/09/2020
1.0 CLE (California Board of Legal Specialization - Estate Planning)
1.0 CFP credit pending (National CFP Board)
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or education@wealthcounsel.com.
WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255.
We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.
This webinar is included for Trusts & Estates and Practice Development Subscribers and provided live complimentary for Business Law Subscribers
Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $139 | Business Law Price: $0 (Website access not included) | Practice Development Price: $0