Wills, Trusts, and Tangled Webs: Taming Difficult Assets
As clients’ balance sheets become increasingly global and complex, so does the estate planner’s job in navigating obstacles to transfer assets and come up with inventive ways to plan for assets traditionally thought of as undesirable or difficult. In this program, the panelists will untangle planning concepts and techniques used for certain assets by
- discussing estate planning structures and key tax and nontax considerations for clients who own assets outside of the United States; and
- exploring innovative transactions, such as private derivative contracts, to plan for assets that may be nontransferable or undesirable when considering traditional, tried-and-true strategies.
Following the webinar, visit this link in a new tab to complete a brief survey.
Presented by: Emily Plocki, JD, LLM and Dana M. Foley
CLE: 1.0 General credit
Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT
(AK, AZ, CT, FL, ND, MO, NH, & TX are eligible to claim credit.)
We will supply you with the information needed to apply in other states.
Contact shopcle@wealthcounsel.com for CLE assistance.
WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.
