INSTANT DOWNLOAD: “The Flexible Beneficiary Trust: Reduce Trust Income Taxes and Maintain Creditor Protection”

Want to Help Reduce Trust Income Taxation and Maintain Creditor Protection for Your Clients?

Learn About the Flexible Beneficiary Trust Strategy from the Nation’s 4 Leading Estate and Tax Planning Experts!

With the effective elimination of estate tax planning for most clients, reducing income taxes and asset protection has become the major concerns for most families. It is the responsibility of the family’s key advisors to ensure that these concerns are addressed and that the best planning strategies are presented.

This is why, whether you’re an estate planning attorney, CPA, financial advisor, trustee or other professional advisor, you will want to be sure to tune into a special presentation put together by the four leading experts — Jonathan G. Blattmachr, J.D., AEP (Distinguished), Douglas Blattmachr MBA, Martin Shenkman J.D., CPA/PFS, MBA, and Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) — entitled, “The Flexible Beneficiary Trust: Reduce Trust Income Taxes and Maintain Creditor Protection”.

In this 91-minute presentation, they will cover the following:

• Detailed instruction on how to structure and administer a trust that does not require current payments (as a marital deduction trust must) so that income taxation can be reduced overall, asset protection enhanced.
• Why “flexible” beneficiary trusts are extremely beneficial in preserving wealth by providing the greatest income tax reduction opportunity (even though they face the highest federal brackets).
• How the “main trust” can postpone taxation of income for 20 years (or longer) by making distributions to a special kinds of trusts.
• Why it is almost always better to have the family make charitable donations through a trust vs directly from an individual?
• How distributions from the main trust may save income taxes and preserve asset protection and government entitlement for the beneficiaries.
• What the 65-day rule is and how its understanding and implementation is critical to achieving the best results for clients.
• And much more!

Your purchase includes an instantly accessible MP4 video and audio recording, along with PDF handout materials. A PDF transcript is available as an add-on for an additional fee.