Complex and Unique Options for your Best Clients for 2024 and Beyond:

As the great wealth transfer occurs, can you ensure that the plans made for parents and their heirs are secure?” What might occur if the 2017 tax act sunsets in 2025? Are private foundations or other trusts good options for your clients? We will share success stories and opportunities unique to the Silent Gen and Boomers. Topics will include virtual endowments, CLTs, CRTs and entrepreneurial possibilities.