Day 2: TRUST PLANNING STRATEGIES
$99
Friday, December 13, 2024 - 6:00 p.m. est
Day 2 Event Schedule
Do you know how your assets will be distributed when you’re gone? Do you know what will happen to your house? Your investment accounts? Your businesses? Who will care for your children?
If you can’t confidently answer ALL of these questions, then this session is for YOU.
Session 1: What is a Trust?
In this session, we’ll break down the basics, including the key players in a trust (settlor/grantor, trustee, and beneficiaries), how trusts differ from wills and what happens if you die without one.
With Chanise Anderson, Esq.
Trademark and Business Attorney
Session 2: Not All Trusts Are Created Equal
This session dives into the most common types of trusts, including revocable, irrevocable, charitable trusts, life insurance trusts, and business trusts. Learn how to choose the right trust based on your goals, whether you’re safeguarding assets, minimizing taxes, or building generational wealth. P.S: YOU CAN HAVE MORE THAN ONE!
With Chanise Anderson, Esq.
Trademark and Business Attorney
Session 3: How to Fund a Trust
A trust is only effective if it’s funded. This session will walk you through the process of transferring assets into your trust, from retitling property to designating beneficiaries for financial accounts. Discover the types of assets you can place in a trust, common pitfalls to avoid, and the steps you need to take to ensure your trust is fully operational. By the end of this session, you’ll know exactly how to fund your trust for maximum protection and control.
With Chanise Anderson, Esq.
Trademark and Business Attorney
Session 4: Trust Fund Kids
“Trust fund” is a term often associated with the wealthy, but did you know that trust funds are accessible to anyone? In this session, we’ll explore what a trust fund is, how it works, and how you can make your children trust fund kids!
With Chanise Anderson, Esq.
Trademark and Business Attorney
Session 5: What is a Life Insurance Trust (ILIT) That Rockefeller Used?
Uncover the secrets behind life insurance trusts (ILITs), a powerful tool used by wealthy families like the Rockefellers to pass on wealth while minimizing estate taxes.
With Chanise Anderson, Esq.
Trademark and Business Attorney
Session 6: How to Own Nothing but Control Everything
The ultimate goal of trust planning is mastering the art of owning nothing while controlling everything. In this final session, we’ll tie everything together, showing you how to combine different trusts, holding companies, and advanced legal structures. By the end, you’ll understand how to protect your wealth, reduce liabilities, and maintain ultimate control over your financial destiny.
With Chanise Anderson, Esq.
Trademark and Business Attorney
Session 7: Learn About Other Essential Documents for Life & Legacy Protection
Understand the additional documents you need, such as powers of attorney, healthcare proxies, living will, pour-over will, guardianship – to ensure that your life and legacy are protected comprehensively.
With Chanise Anderson, Esq.
Trademark and Business Attorney