You Can't Beat a BDIT (Beneficiary Defective Inheritor's Trust) to Unlock Advanced Estate and Asset Protection Strategies

Topic

Estate Planning

Program ID

334462

Hours

Format

Self-Study / Recorded webinar

Complexity

Advanced

Description

Are you ready to elevate your estate planning expertise and offer your high-net-worth clients a powerful tool for wealth preservation? Join us for an exclusive workshop that will demystify one of the most sophisticated estate planning techniques available today: the Beneficiary Defective Inheritor's Trust (BDIT).

Learning Objectives

• Construct a bulletproof BDIT that stands up to scrutiny • Pinpoint the ideal scenarios for BDIT implementation • Navigate the potential pitfalls and mitigate risks associated with BDITs