- Estate Planning Basics
AB Trusts: The Good, The Bad, and The Ugly
Date & Time
- June 8, 2023 12:00 (PST)
Description
- Lawyers used to use “AB Trusts” as a common Estate Planning strategy—indeed, you may have one without even knowing it. But times and laws have changed, and the potential consequences of having an AB trust can be huge, including massive tax bills and limited access to funds. In this webinar, you’ll learn all the issues around an AB Trust (also known as A-B Trust, A/B Trust, or Bypass Trust). Do the new portability deadlines and increases in the federal tax exemption make AB trusts obsolete? Or maybe an AB Trust is still a savvy move for your particular situation? What are your options if you already have an AB Trust and need to make a change? Not sure? You must see this webinar.