Webinar Replay

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.