Strategic Tax Planning Unwrapped: Exploring Tax-Exempt Trusts

Welcome to Legal Visionaries! In this episode, our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, and business exit planning, and an inductee into the NAEPC Hall of Fame, and David Murray, Vice President of Sterling Foundation Management, LLC uncover a lesser-explored avenue in tax and income planning – tax-exempt trusts under IRC Section 664. Join us as we explore the intricacies of these trusts – what they are, how they are created, and their inner workings. Whether you are a seasoned investor or just delving into the world of tax planning, this episode offers valuable information and practical examples that shed light on a tax and income planning option that might not be on everyone’s radar.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.