From living trusts to testamentary trusts, there are myriad types of trusts that are used in wealth plans. In this IE webinar, tax and estate planning expert Wilmot George reviews the basic types of trusts – from alter-ego to joint-partner, from insurance trusts to “in-trust-for” accounts – and gives examples of how they can be used in a variety of wealth planning strategies.
Since 2002, Wilmot George has been educating financial advisors on tax and estate planning matters through presentations, individual consultations, and bulletins and updates. A popular speaker, Wilmot has been widely quoted in the national financial services industry press, and is a frequent expert guest across a number of media platforms. In 2006, Wilmot joined Mackenzie Financial Corp., where he serves as director of tax and estate planning.
The webinar has ended. A replay is now availalbe in CE Place.
Watch the replay, take the quiz and and earn CE credits. (The Institute credits pending.)