Event Calendar

Thursday, April 16, 2020

Insights - Nuts and Bolts of Estate Planning

Start Date: 4/16/2020 2:00 PM EDT
End Date: 4/16/2020 3:00 PM EDT


Organization Name: Private Risk Management Association

Contact:
Lisa Lindsay
Email: llindsay@privateriskmanagement.org
Phone: 888-317-7762

Please join Private Risk Management Association (PRMA) Association member, UBS, for insight into Trust and Estate Planning.  

"Nuts and Bolts of Estate Planning"

For wealthy families, estate planning plays a major role in their financial lives.  The reason for this is that the ability to mitigate estate taxes and structure inheritances properly, gives these families peace of mind by knowing that they are properly stewarding the wealth they have.  As such, when dealing with these families, insurance professionals will come in contact with a variety of trusts that these families have established, both revocable and irrevocable, and will need to have a basic understanding of them in order to do their job well.  The purpose of this presentation is to provide a framework for understanding estate planning and the various trust vehicles that are established in connection with effective estate planning.