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A Case Study in Advanced Estate Planning
Presented by Steve Mancini,
Steve Mancini

Using an actual case study design book, Steve shared the assets, liabilities, facts, goals, and key drivers that lead to the wealth design concepts used for a business owner client.  Attendees learned how to combine strategies such as CRUTs, DAFs, TCLATs, 1045 Tax-free Exchanges, Section 1202 Exclusions, NINGS, SLATs, and ILITS to lesson estate/income/capital gains taxes as well as create deferred inheritance, make large charitable contributions, diversify assets in a tax-free environment, protect assets from potential creditors, and much more.  

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