TEFeatured2018

The Family Advancement Sustainability Trust

Watch live January 16, 2018 | 2:00pm ET / 11:00am PT




 

PRESENTER
Marvin E. Blum
Founder
The Blum Firm, P.C.

PRESENTER
Thomas Rogerson
Family Integrated Wealth Strategist Specializing in Family Governance & Education
PRESENTER
Gary V. Post
Partner
The Blum Firm, P.C.


MODERATOR
Susan Lipp
Editor in Chief
Trusts & Estates



Traditional estate planning may fall short of meeting a client’s needs. More and more, clients are beginning to understand that even the most well-crafted estate plan will be useless if it fails to address their qualitative goals and/or if their heirs are unprepared to receive the inheritance. The family advancement sustainability trust (FAST) breaks from the confines of the traditional model to include “expanded planning” as the second part of the estate-planning process. This webinar will explain the technical nuts and bolts of what a FAST is and how FAST facilitates expanded planning.

The NAEPC has approved this program for one (1) CE credit hour for the AEP® designation program.
The Certified Financial Planner (CFP) Board of Standards has approved this program for one (1) CE credit hour.
*CIMA® and CPWA® CE credits have been applied for and are pending approval.


Not able to attend? Register anyway! Archived versions of Trusts & Estates webinars are available to watch On Demand shortly after broadcast. You will recieve an email with login instructions as soon as the replay is available.

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TAGS: Resources