By using modeling to illustrate the financial impact of an estate planning proposal, clients can better understand the four factors that shift wealth to future generations as well as the financial impact these factors have on the client's retained assets needed to support the clients for the remainder of their lives. The materials use spreadsheet modeling that can help understand the four primary wealth shifting factors that contribute to successful wealth transfer, including which factors are more and less important and mitigate the "burn" caused by the grantor paying the income taxes on trust income. Modeling a strategy provides tangible numerical data and deep insights into the strategy proposed. The materials provide readers with practical tips to help clients make decisions about their planning so that their decisions align with their personal needs and financial goals.
Originally presented as part of Estate Planning Short Course 2026.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Expires 5/1/2028
By using modeling to illustrate the financial impact of an estate planning proposal, clients can better understand the four factors that shift wealth to future generations as well as the financial impact these factors have on the client's retained assets needed to support the clients for the remainder of their lives. The materials use spreadsheet modeling that can help understand the four primary wealth shifting factors that contribute to successful wealth transfer, including which factors are more and less important and mitigate the "burn" caused by the grantor paying the income taxes on trust income. Modeling a strategy provides tangible numerical data and deep insights into the strategy proposed. The materials provide readers with practical tips to help clients make decisions about their planning so that their decisions align with their personal needs and financial goals.
Jerome M. Hesch, Meltzer, Lippe, Goldstein & Breitstone, LLP, Boca Raton
