O slideshow foi denunciado.
Utilizamos seu perfil e dados de atividades no LinkedIn para personalizar e exibir anúncios mais relevantes. Altere suas preferências de anúncios quando desejar.

InKnowVision HNW Technical Webinar - Charitable Life Estates

529 visualizações

Publicada em

This infrequently used technique can be very powerful when working with high net worth clients.

We will look at a couple examples where InKnowVision has used this structure to create significant income and estate tax savings and paired this technique with wealth replacement trusts in order to deliver full value to the family.

In this presentation we will explore how to present the concept to clients and also take a look into the variables that go into the ultimate calculation.

Learn more at www.inknowvision.com

Publicada em: Economia e finanças
  • Seja o primeiro a comentar

  • Seja a primeira pessoa a gostar disto