Trust Funding for Financial Advisors

When

02/01/2017    
10:30 am - 12:30 pm

Bookings

Bookings closed

Where

InSight Law, PLLC
44365 Premier Plaza, Suite 200, Ashburn, VA-Virginia, 20147

Event Type

Do not miss out on a wonderful event hosted by your friends at Insight Law. The free educational event features essential advice on the following topics:
  • Integrating the Financial Plan with the Estate Plan
  • IRA Beneficiary Designations
    • How to correctly designate a trust as an IRA beneficiary and still receive stretch out treatment over the desired beneficiary’s life expectency.
    • How and when to use conduit trusts and accumulation trusts
    • How and when to use stand-alone IRA trusts and stand-by trusts.
  • Funding Various Types of Qualified & Non-Qualified Assets
  • Asset Allocation & Estate Equalization
You also qualify for two hours of Life & Health CE Credits, 2 CFP and 2 CPE Credits!

 

Bookings

Bookings for this event have closed. Please click on 'View All Upcoming Events' for the next available session.