Advanced Estate Planning, Charitable Strategies, and a Whole Lot of Acronyms!

Wealth Preservation Podcast

English - February 28, 2020 08:00 - 42 minutes - 29.3 MB
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Previous Episode: (Estate) Plan For The Worst and Hope For The Best!

Next Episode: Three Ingredients in Making an Entrepreneur: Mambas, Mistletoe, and Moons Over My Hammy

IDGT, BDIT, GRAT, QPRT, CLAT, CRAT…. it’s all basic, right? NOPE! Jeff Stephens, attorney and partner at GVM Law, gives us stories and hypothetical examples of advanced estate planning and charitable planning. Fair warning: some of these tidbits are a little mind bending and complicated, BUT, that is kind of the point! Hearing stories of trusts in action can give some context as to when they are appropriate. It might also make you think, “Hey! That’s me!”

If you need more information on these strategies…DON’T TURN TO US! Before our conversation with Jeff Stephens, we had a solid grasp on the concept of the trusts. After our conversation, we were reminded that these should be handled with the utmost care from a well-trained attorney! But, we’re always happy to help point people to valuable resources if needed.

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