Each month we will drill down into one of the techniques we use most
often with high net worth clients and families.
We will talk about
details as well as how to explain the concept to a client in a way that
helps the clients really understand the benefits of moving forward.
Because life happens in this world, the following schedule is good, but
topics are subject to change. If we find something interesting that we think
should be discussed, we may cancel a topic into the future or entirely in order
to get you the most interesting information possible.
You can
register for all or just pick the ones that interest you the most.
This infrequently used technique can be very powerful
when working with high net worth clients.
We will look at a couple
offew examples where InKnowVision has used this structure to create
significant income and estate tax savings and paired this technique with
wealth replacement trusts in order to deliver full value to the family.
In this presentation we will explore how to present the concept to
clients and also take a look into the variables that go into the ultimate
calculation. Register
