Webinar Details
Course Description
Dive into a case study of a high-net-worth individual with a diversified investment portfolio and explore how estate planning can help optimize wealth transfer and minimize tax liabilities. In this session, we will focus on the practical application of transferring assets from an incomplete trust to a complete trust, using life insurance as collateral for promissory notes. Additionally, we will explore the use of revisionary grantor CLATs and super CLATs to achieve tax-efficient wealth transfer and charitable giving goals.
Learning Objectives
- Identify the process and tax implications of selling assets from an incomplete trust to a complete trust.
- Recognize how life insurance can be used as collateral to secure promissory notes, enhancing liquidity and flexibility.
- Explore the benefits of revisionary grantor CLATs and super CLATs in minimizing tax liability and maximizing charitable impact.
- Discover a real-world case study to apply these strategies effectively for high-net-worth clients.
Prerequisites
- Basic understanding of estate planning, trusts, and tax strategies.
Who Should Attend
CPAs who advise high-net-worth individuals on complex estate planning, tax strategies, and wealth management.
Advanced Preparation
None
Presenter Details
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Jonathon Soucier
- Financial Advisor & Advanced Case Specialist
Jonathon started his career in the financial services industry shortly after graduating from University of California, Riverside with a BA in Finance, in 2008. Recognizing the need to be independent of any one financial services provider, Jonathon started his own company, DaVinci Financial in 2012. Before selling his interest in 2015, Jonathon developed several profitable and innovative marketing strategies to grow the firm. He built an automated recruiting system for the marketing team that covered 20 states. He augmented this system with an automated telemarketing process to create business opportunities for his sales team and then added an innovative electronic back office to administer and process business. DaVinci was one of the fir... Read more
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Mark Ziebold
- Asset Protection Planner, Certified Wealth Preservation Planner
Mark Ziebold formed the Ziebold Law Group to offer personalized planning solutions which are unique to the needs of the client and to offer a level of service that most clients have not experienced in their prior legal engagements. Prior to starting Ziebold Law Group, Mark had experience working at a mid-size law firm and two boutique estate planning firms. Mark holds a B.A. in Economics from Baylor University and a J.D. from Chapman University School of Law. Not satisfied with the minimum legal education, he then also obtained his legal masters in taxation (LL.M.) degree from Chapman University School of Law. Very few practicing attorneys hold this level of specialized education. In order to best serve his clients, Mark has passed bar e... Read more
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
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- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Estate Planning Case Study: Transferring Assets from Incomplete Gift Trusts to Completed Gift Trusts and Leveraging CLATs
Sponsored by BTA Advisory Group
- Dec 3, 2024
- 2:00 PM EST
- Credits: 1.00
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