Preserving Family Values by Encouraging Social and Fiscal Responsibility with Modern Trust Structure
Please join the Northcentral EPC for an in-person program. Al King, former Board Member of the National Association of Estate Planners & Councils and NAEPC Advisory Board Member, will be presenting live via Zoom.
Many wealthy clients’ main concern is to mentor their families to be aware of key family values and to be fiscally and socially responsible members of society. There is frequently a major disconnect with these desires and the client’s trust planning. There may also be a disconnect with the beneficiaries values. This session will discuss some of the most powerful trust design strategies and techniques available to bridge this disconnect and to maximize a client’s and their family’s values, flexibility, control, asset protection, tax savings and privacy. Directed Trusts, Family Bank Dynasty Trusts, Special Purpose Entities/Trust Protector Companies, Private Family Trust Companies, Purpose Trusts, etc. will all be discussed with an emphasis on how they can assist with preserving family values in perpetuity.
A light breakfast will be offered at 7:30am with the program beginning at 8:00am.
CFP credits are available
