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Tax Planning in 2024: An Elder Law Perspective

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Manage episode 402565178 series 2840542
Indhold leveret af Steinbacher, Goodall & Yurchak. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Steinbacher, Goodall & Yurchak eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, which was recorded in December 2023 and was made to tax and financial professionals, Attorney Julie Steinbacher discusses and analyzes various asset protection strategies as they relate to estate tax minimization, specifically grantor vs. non-grantor trusts. While some of the information presented is quite specific and is intended for financial and tax professionals, much of the material would also be applicable for those that need to begin their estate planning, especially those to whom estate tax minimization will be one of their top priorities in estate planning.
A video of this episode with a full PowerPoint presentation can be viewed on our YouTube channel.

  continue reading

121 episoder

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iconDel
 
Manage episode 402565178 series 2840542
Indhold leveret af Steinbacher, Goodall & Yurchak. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Steinbacher, Goodall & Yurchak eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, which was recorded in December 2023 and was made to tax and financial professionals, Attorney Julie Steinbacher discusses and analyzes various asset protection strategies as they relate to estate tax minimization, specifically grantor vs. non-grantor trusts. While some of the information presented is quite specific and is intended for financial and tax professionals, much of the material would also be applicable for those that need to begin their estate planning, especially those to whom estate tax minimization will be one of their top priorities in estate planning.
A video of this episode with a full PowerPoint presentation can be viewed on our YouTube channel.

  continue reading

121 episoder

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