Webinar Registration

The Premature Demise of the Trust-Based Estate Plan
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, January, 15 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Scott Levin
Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®
Advisor, Charitable and Estate Planning Wescott Financial Advisory Group

What You'll Learn

Due to the High Federal Estate Tax Exemption amount and Portability, many estate attorneys, CPAs, and Financial Advisors have abandoned Trust based estate planning. Although many people are no longer subject to the federal estate tax, there are numerous other reasons to consider implementing a…

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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.