Planning for the Freeze: Trust & Estate Planning to Freeze Asset Values

course

COURSE INFO

  • Available Until 11/21/2020
  • Next Class Time 1:00 PM ET
  • Duration 60 min.
  • Format MP3 Download
  • Program Code 0117650
  • Activity Code:   213512
  • MCLE Credits 1 + hours


Course Price: $75.00
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COURSE DESCRIPTION

This program will discuss sophisticated trust and estate planning techniques for freezing the value of client assets including closely held or family owned business. The program will cover how future asset appreciation and income can be transferred to heirs to achieve substantial tax savings and generate other benefits.