Description

One of the biggest drivers for clients when it comes to financial/estate/legal planning is that they want to preserve their assets by saving on taxes – whether it be estate tax, income tax, or capital gains tax.

Join Joe Strazzeri, along with our good friend and partner, Jeffrey Dunham, as they have an informal and straightforward discussion about “Pulling Back the Curtain on Nevada Trusts.”  Gain a high-level understanding of why and when a Nevada Trust might be an option as well as some of the most asked questions regarding features, types, benefits, opportunities, and advantages.  It doesn’t have to be that complicated!

Watch the full 23-minute video or one of the 9 Snippets broken into digestible nuggets of information as follows:

• Jeffrey and Joe Opening
• Why Nevada
• Finding Out What is Important
• Control versus Beneficial Enjoyment
• What’s in their Soul
• Grantor versus Non-Grantor Trust
• Complete versus Incomplete Gifts
• Features and Benefits
• Takeaways

(Purchase of this product will include all 10 Video recordings.)

Presented by Jeffrey Dunham and Joe Strazzeri, Esq.