Elevate Your Advisory…
With Planning, Precision, and Purpose.
As with all of the videos on our learning center, this recording is free. The video is 50m long and covers a wide range of sophisticated tax planning strategies focused on the needs of Ultra High Net Worth Individuals and Families.
We are dedicated to providing guidance and resources for advisors. A rising tide raises all ships.
The webinar is focused on wealth advisors working with ultra high net worth clients who have wealth transfer and income tax issues. In this webinar, Kyle and Derek cover the Grantor Charitable Lead Annuity Trust structure and design in combination with a Intentionally Defective Grantor Trust (IDGT).
All of the videos are free. They range in length from 19 – 30 minutes and cover a range of detailed technical walkthroughs of how to properly set up a term G-CLAT for your HNW clients. All we ask is that you sign in and share a little feedback with us at the end of each video to help us identify ways to help advisors offer their clients the kind of exceptional service we are dedicated to providing.
As an experienced advisor working with high net worth individuals, the complexities of tax-advantaged solutions are no stranger to you. In this video series, Derek Myron walks you through the structure of a shark-fin G-CLAT, what the best choices for investments can be for your clients, how to structure the start, middle, and end of the Grantor Charitable Lead Annuity Trust, and how to steward the process from start to finish.
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