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NGMF: How Can Financial Planners Assist Clients to “Give It Twice” with a T-CRUT? With Dr. Kathleen M. Rehl , Ph.D., CFP®, CeFT® (01/18/2022)
Dr. Chien will interview Dr. Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on January 18, 2022, at 2 PM PDT. How Can Financial Planners Assist Clients to “Give It Twice” with a T-CRUT? There are several options to help secure your family’s future while living off your retirement. Is it possible to protect future inheritance money while making a gift to charity? In the interview, Dr. Chien will discuss with Dr. Kathleen M. Rehl, Ph.D., CFP®, CeFT®, about T-CRUT and how clients can achieve their goals and enjoy the income and estate tax savings. Also, provide tips about the advantages and disadvantages of using a T-CRUT and answer the following questions.

What is a T-CRUT?
Why did you decide to form a T-CRUT?
How can clients form a T-CRUT?
What are the advantages and disadvantages of forming T-CRUT?
Why should a client consider forming a T-CRUT?
What are the requirements that need to be met before the T-CRUT can be formed and avoid trouble with regulators?
What are some of the taxes or tax deductions both the owner and beneficiary have regarding the assets that are placed in a T-CRUT?

Register now, and you will receive a confirmation email containing information about joining the meeting. This is a webinar you won’t want to miss!!

Jan 18, 2022 02:00 PM in Pacific Time (US and Canada)

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