Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions
ACTEC Trust & Estate Talk
00:00
Maximizing Trust Flexibility and Addressing Client Concerns
Exploring methods like lifetime and testamentary powers of appointment, trust protectors, and decanting to enhance trust flexibility. Emphasizing the significance of grantor trusts and the necessity of including the authority to disable grantor status, along with client apprehensions regarding tax modifications.
Transcript
Play full episode
