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Tax Planning in 2024: An Elder Law Perspective

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Contenido proporcionado por Steinbacher, Goodall & Yurchak. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Steinbacher, Goodall & Yurchak o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

122 episodios

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Manage episode 402565178 series 2840542
Contenido proporcionado por Steinbacher, Goodall & Yurchak. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Steinbacher, Goodall & Yurchak o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

122 episodios

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