
Drafting Tips for HNW Clients Date & Time
An Educational Series
"In this program, we will explore advanced estate planning techniques, focusing on optimizing powers of appointment, correcting mixed inclusion ratio trusts, and effectively managing ILITs. Attendees will gain insights into trust decanting, integrating prenuptial and marital settlement agreements into estate plans, remedying IRS Form 709 errors, strategizing retirement account inclusion, and addressing over-concentration of assets in trusts. This webinar aims to provide practical drafting tips to navigate complex issues facing high net worth clients."
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