Survey of Trusts

When:  Mar 19, 2019 from 2:00 PM to 3:00 PM (ET)
The March 2019 Tax & Estate Planning Knowledge Circle will be held on Tuesday, the 19th at 2 pm ET.

Special guest Leslie Rea, MBA, CFP® with Inspired Financial will be presenting on a Survey of Trusts.

This presentation will discuss the variety of trusts that are used in tax and estate planning, discussing both tax & non-tax purposes for trust creation.  We will start with the fundamentals of the parties in a trust arrangement, then quickly move to different types of trust (QTIP, Bypass, ILIT, Charitable, special needs) while illustrating their various purposes (income tax management; estate tax reduction or avoidance; asset protection; professional management; probate avoidance.) 

Leslie Rea is a financial planner at Inspired Financial in Huntington Beach, California.  She is a regular guest lecturer in the estate planning section in the CFP certificate program at California State University Fullerton.  She was born and raised in Marseille, France, and moved to the United States at the age of 19.


Online Instructions:
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