Supercharge Planning Results
There are a number of very powerful planning tools that can be utilized in the planning process, but when you can combine two or more of these tools into a single planning strategy, the results are “off the charts.” In this course, we show you how to effectively combine various charitable and non-charitable tools to supercharge the planning results you achieve for your clients.
- Charitable Lead Trust
- Charitable Stock Buy Out Plan
- Family Limited Partnership
- Grantor Retained Annuity Trust
- Intentional Defective Grantor Trust
- Irrevocable Life Insurance Trust
- Testamentary Charitable Remainder Trust
- Testamentary Sale Business with Note
Note: the Video of this course will be available shortly.