The presentation will cover key wealth transfer techniques for moving wealth to the next generation, including grantor retained annuity trusts, sales to intentionally defective grantor trusts, direct gifts, and charitable remainder trusts. A focus will be on the impact of interrelated tax and non-tax issues, both business and personal, that must be negotiated when considering different wealth transfer techniques.
- Introduce fundamental structures of wealth transfer techniques, ranging from simple to complex
- Cover fundamental transfer tax and income tax consequences of those techniques
- Highlight non-tax concerns that may impact the structure and overall success of wealth transfer strategies
About the Presenter:
Hear from industry expert, Bill Rasmussen, Bank of America Wealth Strategist about business owner and wealth planning exit strategies.
Thank you to our Sponsors:
This meeting will be held atSalmon Sims Thomas & Associates.
Address:12720 Hillcrest Road Suite 500, Dallas, TX 75230