Special Trust Provisions Add Flexibility to Transfer Tax Reductions Strategies

A recent article as featured in the M Financial Marketing Intelligence report, highlights special provisions to add flexibility and transfer tax reduction strategies when using an irrevocable trust. Many inividuals have concerns when committing substantial portions of their net worth to lifetime transfer strategies. There is a planning approach that exists, but which is set to expire at the end of the year, that addresses these concerns, while providing an optimal solution.

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