A few comments from listeners:
Alan shared powerful tool for these complex estate planning situations - good to know the resource is available
- James M.
Really got a better understanding of a CLAT use and liked the software demonstration.
- Colin C.
Was a lot of material to cover. Most of my clients do not have this level of assets, except for 1 or 2. Great way to get familiar with the planning entities used to lower estate, Since not relevant for most of my clients, I will refer to estate attorneys but good to have a somewhat basic understanding.
- Marian J.