On November 3, 2020, the North County Estate Planning Council of San Diego will take a look at seven powerfully credible techniques that mate an old trust, the CRUT, with the new law for far more flexibility in IRA beneficiary planning:
We will cover a step-by-step analysis of which of the four forms of CRUT works best for each technique. You’ll discover design and drafting tips you should know to make sure it fits your client’s needs. These seven proven techniques will blossom if you know how the technique you choose works with investment management strategy to achieve the trust’s goal.
You may think this is off the beaten planning path, but you will discover a true bonus—a real life saver—when your client wants to stretch those IRA funds for a beneficiary’s life!
The webinar will go from 7:30AM to 9:00AM
Register here at https://ncepc-sd.org/meet-reg1.php?id=85