Combining Various Tools To Optimize Planning Outcomes (PTS 200)

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.

Planning Tools

  • 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



Combining Various Tools to Optimize Planning Outcomes (PTS 200)

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