Understanding All Things Trust

13 Aug Understanding All Things Trust

UNDERSTANDING ALL THINGS TRUST can be an overwhelming task, but can prove to be highly beneficial to your clients and you! We will be covering All Things Trust with speaker Mike Halloran.
You will learn how to:
  • Use a Charitable Remainder Trust to offset your client’s income tax of converting a qualified plan to a Roth IRA
  • Increase wealth using a Beneficiary Defective Inheritor’s Trust (BDIT)
  • Protect your client’s asset with a Hybrid Asset Protection Trust


Wednesday, October 23, 2019
7:30 a.m – Registration & Breakfast
8:00 a.m. – 11:30 a.m. – Continuing Education Seminar


Elcona Country Club
56784 Co Rd 21, Bristol, IN 46507