Course #305- Critical Essentials Of Advanced Trust Planning - CDSpeaker: Spencer Melysiak, JD, LLM Course 305 1 hour MCLE Credit Discover advanced estate planning techniques beyond the basics of estate planning trusts. Key Points: 1. Generation Skipping Transfers 2. Spousal Trusts 3. Survivors Trusts 4. Martial Deduction and Bypass Trusts 5. Revocable Trusts Objectives: Understand how to plan estates for multigenerational gifting Learn what A B C D arrangements are and how to handle them Learn what taxes apply
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Course #305- Critical Essentials Of Advanced Trust Planning - CD