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InKnowVision May 2013 HNW Technical Webinar - Charitable Life Estates

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

We will look at a few 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.

Publicada em: Educação
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