Is There a “Perfect” Solution
for the High Net Worth Clients
Who Haven't Yet Captured the
$5.12M Gift Tax Exclusion?
Maybe! Read on…
You and your largest clients have only a few months left to take advantage of the greatest tax “giveaway” in recent history (and maybe for years to come) - - the $5.12 million gift exemption.
Unfortunately, most clients don’t like the idea of making big irrevocable gifts. It’s painfully difficult to get them to do any significant estate tax planning.
Wouldn’t it be great if you could show clients how to make large gifts and still get the assets back later if they need it? Well you can with the new Have Your Cake And Eat It Too (HYCET) Trust!
Whether you’re an estate planning attorney, CPA or financial advisor, you need to know:
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How your clients may create an irrevocable “HYCET” trust and become a discretionary beneficiary of the trust - - so the client can access trust assets if he or she later needs them!
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How this “Have Your Cake & Eat It Too” Trust can be designed and set up so it is a completed gift, and out of the client’s taxable estate, even though the client can get the assets back!
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How a $5 million HYCET Trust gift can grow to $29 million in 30 years - - completely estate tax-free!
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How assets held in the HYCET Trust may be protected from the creditors of the client and other beneficiaries.
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How using life insurance to supercharge the HYCET Trust presents remarkable planning opportunities for the client and his or her family members!
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How to create significant professional planning fees for your affluent families and business owners before the end of the year.
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And much more about this exciting new planning technique!
Join me and estate planning and asset protection attorney, Jeffrey M. Verdon, and Julian Movsesian, MBA, on a special 60-minute program entitled, “Everything You Need to Know About HYCET Trusts”.
PROGRAM DETAILS:
Title: Everything You Need to Know About the HYCET Trust
Duration: 60 minutes
Cost: $129 for Immediate Download / $179 for Printed Materials & CD
Speakers: Jeffrey Verdon, Esq. and Julian Movsesian, MBA
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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$129
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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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$179 + 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., Philip J. Kavesh, Jeffrey Verdon, Jeffrey M. Verdon Law Group, LLP, and Julian Movsesian 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., Philip J. Kavesh, Jeffrey Verdon, and Jeffrey M. Verdon Law Group, LLP. |