{"id":852,"date":"2015-11-02T17:19:11","date_gmt":"2015-11-02T17:19:11","guid":{"rendered":"https:\/\/mcdlawyers.net\/?p=852"},"modified":"2015-11-02T17:19:11","modified_gmt":"2015-11-02T17:19:11","slug":"life-insurance-as-a-tool-for-advanced-estate-planning","status":"publish","type":"post","link":"https:\/\/mcdlawyers.net\/?p=852","title":{"rendered":"Life Insurance as a Tool for Advanced Estate Planning"},"content":{"rendered":"<p><strong>Life Insurance as a Tool for Advanced Estate Planning\u00a0<\/strong><\/p>\n<p><strong>Date: November 17, 2015<\/strong><\/p>\n<p><strong>Time: 8:30am to 3:00pm<\/strong><\/p>\n<p>Advanced Estate Planning Concepts for Building Your Business.<\/p>\n<p>Build on your basic knowledge of estate planning concepts.<\/p>\n<p>In this workshop you will learn about:<\/p>\n<ul>\n<li>The mechanics of Irrevocable Life Insurance Trusts (ILITs)<\/li>\n<li>ILITs remain relevant here in the bay area where there is significant wealth concentration<\/li>\n<li>Expand your understanding of the many options available to your clients through the use of an Irrevocable Trust;\u00a0 the ILIT PLUS<\/li>\n<\/ul>\n<ul>\n<li>Learn about Advanced Estate Planning Strategies and how they may apply to your clients<\/li>\n<\/ul>\n<ul>\n<li>Charitable Remainder Trusts for estate tax reduction, balancing concentrated positions and moving into retirement communities<\/li>\n<li>Charitable Remainder Trusts in combination with ILITs to maximize tax savings and provide a\u00a0 reservoir of inheritance for the kids<\/li>\n<\/ul>\n<ul>\n<li>Learn about the Alphabet Soup of Advanced Estate Planning and how a basic knowledge of that Planning can grow your business.\u00a0 We\u00a0 will discuss:<\/li>\n<\/ul>\n<ul>\n<li>QPRTs\u00a0\u00a0\u00a0\u00a0\u00a0 (Qualified Personal Residence Trusts<\/li>\n<li>CLTs\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 (Charitable Lead Trusts)<\/li>\n<li>GRATs \u00a0\u00a0\u00a0\u00a0 (Grantor Retained Annuity Trusts)<\/li>\n<li>QDOTS\u00a0\u00a0\u00a0\u00a0 (Qualified Domestic Trusts for your international clients)<\/li>\n<li>IDGTs\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 (Intentionally Defective Grantor Trusts)<\/li>\n<\/ul>\n<ul>\n<li>Learn of asset protection strategies through the use of entities including LLC\u2019s and Corporations<\/li>\n<\/ul>\n<ul>\n<li>Learn How to work with Estate Planning Attorneys and Tax Professionals to maximize your firm\u2019s business and sphere of influence.<\/li>\n<\/ul>\n<p><strong>CE Credits are for life insurance agents, CFP\u2019s and CPA\u2019s.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Life Insurance as a Tool for Advanced Estate Planning\u00a0 Date: November 17, 2015 Time: 8:30am to 3:00pm Advanced Estate Planning Concepts for Building Your Business. Build on your basic knowledge [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-852","post","type-post","status-publish","format-standard","hentry","category-blog"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/posts\/852","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=852"}],"version-history":[{"count":0,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/posts\/852\/revisions"}],"wp:attachment":[{"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=852"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=852"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=852"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}