Week 4: Living Trusts

Living Trusts – Video Webinar – Fall 2021

Video Presentation By Peter Kote, Don Vivrette & James (Jim) Leese

The advanced estate planning workshop begins a discussion of using a Living Trust. Many think the most important aspect of a Living Trust is that you avoid probate. This is true but where are you when your estate does not have to go through probate? It would seem this would be a greater benefit to your children and maybe you should ask if they would be willing to pay for the legal services to have one drafted for you!

This session starts to focus on your taxable estate and how you can avoid the estate and gift taxes.

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