Do you have financially successful adult children? What will happen when they inherit your money and properties– will they be hit with disastrous tax bills? Too often, people don’t give enough thought to passing wealth on to already-wealthy children and grandchildren. Again and again, we see stale Estate Plans, written when kids were in very different circumstances, that play out poorly on the death of a parent. Learn how to rethink your Estate Plan to protect a next generation already doing well, including key Trusts and other structures.
Among the subjects we cover in this legal webinar are:
Dynasty Trusts and Generation-Skipping Trusts
Minimizing Income Tax from Inherited IRA
Strategies to “Stretch” an Inherited IRA
Child business owners
Charitable Remainder Unitrusts (CRUT)
This may be a vital legal webinar for your future and the future of your loved ones.