Trusts & Estates
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Trusts & Estates
Thought Leader Series: Dynamic Tax Saving Strategies for the Next Decade
You will learn:
- Innovative income and estate tax favored strategies designed to retain wealth
- Defensive investment techniques geared to the expected downturns in the economy over the next decade
- How to take advantage of financial leverage for the benefit of your clientele
- How to insulate clientele from both income and estate tax while maintaining control over their assets
- Alternative investments as an important component of an appropriate wealth preservation strategy
- The proper use of insurance products to produce significant financial leverage
- A strategy designed to eliminate estate tax for clientele who are reluctant to do any current planning
- Why fee only financial products will outperform commission products in the future
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