You Met Mr. and Ms. Big, What Happens Next
Speakers: Jeff Cohen
Year: 2016
Body of Knowledge:
Estate Planning/Wealth Transfer,
Estate and Gift Tax Rule,
Techniques
Competence: Sales |
Level: Broad |
Session Rating: 4.16
During this 20 minute presentation, Jeff Cohen will discuss:• How to move a substantial part of a business out of the estate while indirectly keeping control of the assets.• Make the sold assets, which are is in the estate, disappear over time.• Communicate to the client why a substantial amount of life insurance makes sense.