WEBINAR: Understanding the Uses & Purposes of Irrevocable Trusts
Irrevocable trusts are often misunderstood. Despite the constant talk about their uses and applications, few clients understand the potential power and application of these estate planning, asset protection planning, tax planning, special needs planning, elder care planning, and charitable planning tools.
Join BWFA and Steve Elville, Esq. for an interactive discussion and overview of the most utilized irrevocable trusts and their potential uses and purposes in 2024.
WEBINAR
MAY 22, 2024
11:45 AM – 1:00 PM
Topics will include:
Why should clients care about irrevocable trusts in 2024?
What are the most known and available irrevocable trusts in 2024?
Uses and objectives in irrevocable trust planning
Differences between revocable and irrevocable trusts
Taxation of irrevocable trusts – a brief overview
The continuing need for flexibility – new plans versus older plans
