The process of slowly pouring wine into another glass container accelerates the breathing process, increases the wine’s natural aromas, and decreases the harshness of tannins. Similarly, distributing the assets from an old trust to a new trust with more favorable terms can be very rewarding and is often an easy, inexpensive way to take advantage of new tax laws and planning opportunities or resolve changes in objectives, beneficiary circumstances, or creating more flexibility. Join Rebecca to understand the ins and outs of decanting including decanting from a grantor to non-grantor trust, adding a GPA to obtain a step-up, accelerating grandchildren and future generations (under the law for four states), enhancing asset protection and more.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Rebecca Haines, Esq.