So Many Existing Irrevocable Trusts Are
Screaming Out for Maitenance - - And Upgrading!
(By the way, we're not talking about forgotten Crummey notices!)
Why would a client want to make changes to an Irrevocable Trust (if you review it with them)?
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The reasons it was set up have changed (such as, from estate tax reduction to income tax reduction or asset protection).
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The client is no longer happy with the original choice of Trustees (due to the client’s changed relationship with them, including a divorce, or how they’ve demonstrated they handle money).
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The client wants to make a change in who will receive what and when.
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Even if all the above is still okay, the client wants to have the flexibility to make those kinds of changes later if something comes up!
But, wait a minute...isn’t about every existing Irrevocable Trust by definition “non-amendable”?
And, even if you wanted to, how do you draft a new Irrevocable Trust with such “flexibility” to change Trustees, beneficiaries, distribution terms, etc.?
Furthermore, even if a new Irrevocable Trust could be built to offer these new “flexibility” features, how do you get the assets out of the old Trust and into the new one?
Whether you’re a financial advisor, insurance agent, CPA or estate planning attorney, you should join nationally renowned tax and estate planning attorneys, Bruce Givner and Philip Kavesh on a special 90-minute program entitled, “The New Revocable Irrevocable Trust”.
During this cutting-edge presentation, you’ll learn:
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How little-known or under-utilized trust provisions (like “Special Powers of Appointment”, “Protectors” and “Flip Switches”) can effectively empower the grantor to change trustees, beneficiaries, how and when they inherit, plus allow the trust to adapt to future law changes too!
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How to effectively re-write old and out-of-date Irrevocable Trusts to add all of these great features!
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How to combine an Irrevocable Trust with a Single Member LLC to explode its estate tax and asset protection benefits, as well as enhance its flexibility.
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How to easily explain all of this in plain-English to clients and prospects so you can generate more business!
If you’re an insurance agent or investment advisor, imagine the huge marketing opportunity for an “Irrevocable Trust Audit” of virtually every document out there - - as well as concurrent review of the insurance or investments inside them!
If you’re a CPA or Estate Planning Attorney, imagine how much more other estate planning work you’ll gain from the client or prospect who comes in with an existing Irrevocable Trust and hears this all for the first time from you (plus, the referrals they’ll make)!
PROGRAM DETAILS:
Title: The New Revocable Irrevocable Trust
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Bruce Givner, Esq. and Philip J. Kavesh, J.D., LL.M.(Tax), CFP®, ChFC, CA State Bar Certified Specialist
Purchase Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$149
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$199 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc. and Philip J. Kavesh are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc. and Philip J. Kavesh. |