At this Kitces monthly webinar, David Haughton, JD, CPWA®, explains how to create flexible estate plans with trusts that go beyond the traditional AB trust structure. He also details how a 'kitchen sink' power of attorney, IRA beneficiary designations, and donor-advised funds can be utilized for flexible wealth transfers. In this webinar, advisors will learn:
- The current legislative changes that could impact client estate plans
- How to select trust structures and distribution options to balance control and flexibility
- Which estate planning techniques can be used beyond trusts for planning versatility
