Jonathan On Money27 Nov 2024

Episode 84: IN FOCUS: To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Krista Fenske an attorney at law firm Cole Schotz P.C. based in Hackensack, NJ. Krista will be speaking on the topic of “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors.”

This program will cover a topic clients often inquire about, which is whether placing assets in a trust is advisable from an estate and tax planning standpoint. While there are many different types of trusts that are available, not all trusts may be suitable for a client’s specific estate plan, needs and goals. This discussion will focus on providing clarification with respect to the myriad of different trusts, the primary purpose of each, and factors to be considered in determining which type of trust is best-suited to a specific client.

***UPCOMING LIVE WEBINAR: Thursday, December 12th at 8:30am (EST) featuring Boaz Feinberg a Partner at Arnon, Tadmor-Levy based in Tel Aviv. Boaz will be speaking on “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?” Register here: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw

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