I enjoyed hosting the ParkBridge FALL webinar series yesterday on "To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors” featuring guest presenter Krista Fenske, Esq. from law firm Cole Schotz P.C.
We were joined by a national audience of accountants, attorneys, and high-net-worth investors.
You can WATCH the full video here.
You can get notified of my upcoming LIVE webinars by emailing me with the word WEBINAR in the subject line and I'll include you on my distribution list. (E-mail: Jonathan@ParkBridgeWealth.com)
#JonathanOnMoney #ParkBridgeWealth #EstatePlanning
Details:
o Topic: “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors”
o Date: Thursday, October 31st 2024 @ 8:30am (30 minute program)
o Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management
o Speaker: Krista Fenske, Esq., Cole Schotz P.C.
o Webinar Description: Clients often inquire as to whether placing assets in a trust is advisable from an estate and tax planning standpoint. While there are many different types of trusts that are available, not all trusts may be suitable for a client’s specific estate plan, needs and goals. This discussion will focus on providing clarification with respect to the myriad of different trusts, the primary purpose of each, and factors to be considered in determining which type of trust is best-suited to a specific client.