BEPC's NAEPC Webinar Viewing Party: Powerful Trust Laws to Combat Future Uncertainties (i.e. Economic, Tax, Political, Family & Lawsuits)
About the Program
Flexible trust planning has never been more important as a result of tax, political, economic, lawsuit and family uncertainty. This webinar will discuss how modern directed trusts, investment management LLCs, trust protectors and special purpose entities can all provide a family with flexibility and control to deal with these uncertainties intergenerationally. The webinar will also discuss other important non-tax reasons for establishing trusts such as asset protection, privacy, promotion of family values, divorce protection, family governance, as well as the prevention of family disputes. Lastly, the webinar will discuss how easy and practical it is to add these benefits to newly drafted trusts or to reform and modify existing trusts. Many people frequently ask how soon they can get their assets out of trusts, while the modern trust structure has them asking how long they can leave their assets in a trust.
About the Speaker
Al King is the Co-Founder and Co-CEO of South Dakota Trust Company LLC and the SDTC related companies. Previously, Al was a Managing Director and National Director of Estate Planning for Citigroup. He was also the Co-Founder and Vice-Chairman of Citicorp Trust South Dakota. He is currently the Co-Chair of the Editorial Board at Trusts & Estates Magazine. Al received his B.A. from Holy Cross College, his Juris Doctor from Syracuse University School of Law, and his LL.M. in Tax Law from Boston University School of Law. Al is based in New York City & Westport, Connecticut.
Continuing Education
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availabililty of credit.
Zoom Link
https://us02web.zoom.us/j/82715775458?pwd=aUkxMTQwb3ZyYThuR2lFTlpxaWZNZz09
Meeting ID: 827 1577 5458
Passcode: 837533
