VIRTUAL: Fun with Funding Formulas: Marital & Credit Shelter Trusts
Join us virtually on June 16, 2027 with Susan Bart to discuss "Fund with Funding Formulas: Marital & Credit Shelter Trusts". Boggle your mind with the large variety of funding methodologies for marital and credit shelter trusts and the myriads of consequences that flow from your choice. We’ll cover pecuniary and fractional formulas, true worth and fairly representative valuation provisions, the mechanics of implementing these formulas, and the tax and other consequences resulting from the choice of funding methodology.
Teams link will be sent to you within 24 hours from the program.
To receive CE credit/certificate, please fill out the survey at the end of the program.
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