Using Swap Powers to Maximize Estate Planning Opportunities

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by WealthCounsel Staff

Swap powers are an important but often overlooked opportunity in estate planning. Attorneys working with clients to maximize tax savings and preserve assets should be aware of the potential benefits such powers may provide. Awareness of provisions and adequate planning can result in a significant reduction of tax liability.

Download this brief to learn:

  • What swap powers are
  • Why swap powers are important
  • How swap powers are used
  • Planning opportunities afforded by swap powers