Financial Services Professionals got some new ideas
and powerful solutions from trust estate and wealth
preservationattorney David M. Frees III
of Unruh, Turner, Burke and Frees.
Conference Center and also covered some of the
time sensitive issues of gifting at the end of 2012,
the possibilities for a newfederal estate tax law,
and how advisors can help their clients to navigate
these uncertain times.
powerful trusts that can be used toprotect your
surviving spouse and other heirs not only from
excessive estate taxes, but also from law suits,
creditors, and from the negative effects of a divorce."
a grandchild losing his or her inheritance to a divorce
than they do about the estate taxes. And, with a 52%
divorce rate, we understand why. Most clients are
delighted to find that there are things that they can
do to prevent this loss of inheritances."
The Ten Most Common Mistakes Executors Make
and How To Avoid Them, provided copies of these
resources to the advisors in attendance.
CD version, call Lisa at 610-933-8069
and mention this article.