Learn to analyze various strategies in estate planning from
a mathematical perspective. Number crunching shows us why certain strategies
make more sense than others—like determining whether a simple loan is more effective
than a GRAT, or whether a life insurance trust is the best option for owning term
insurance.
Understanding the
mathematical implications of the various planning options we have will make us
better advisors. Utilizing a mathematical analysis as part of our planning
process will enable us to more effectively advise and educate our clients.
Attendees Will Learn:
- Why different strategies are more
appropriate/beneficial at different stages of life
- Why loans may be preferable to GRATs
- Whether to use a life insurance trust to own term life insurance
- That there may be a better alternative to a QPRT
- When and why to elect portability at death
- How and when to use charitable remainder trusts and
charitable gift annuities
Registration Categories
BBA Member -
$130.00
Non-Member - $170.00
BBA Member - Legal Services/ Government
Lawyer - $70.00
Law Student - $30.00
If the cost of this seminar would preclude you from attending, please
contact us about tuition discounts.
Materials: The BBA has
gone digital! We are reducing our printing of hard copy materials for accredited
programs. All of our materials are now offered in electronic format
and is sent in advance to registrants via email. Free WiFi
is available in all conference rooms so you can easily have your materials on
your portable devices and laptops! Hard copies are available to order at the
program; You would receive your paper materials 2-3 weeks after the program
occurs.
Refunds & Cancellations
Please note that
refunds will only be allowed for cancellation notices received at least 24 hours
before the program.