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The Extraordinary Benefits of Dynasty Trusts: Not Just for the Ultra-Wealthy

In this webinar, attorneys Michael Gilfix and Mark Gilfix will go over Michael Gilfix’s recent national article in Bottom Line Personal on the subject of dynasty trusts (Family Protection Trusts). They will explore this topic in more detail, to help you and your family.

They will review:

- Why ultra high net worth families have utilized these planning tools for decades
- The 3 major benefits of these trusts
- Why EVERY family (not just high net worth) should add these to their plans
- Why it is crucial that these are “stand alone” trusts – and not part of mom and dad’s living trust
- How they can be used to avoid taxes and protect assets while you’re still around
- Illustrations of why they can save “average” California families $millions of dollars over time
- How to set them up and incorporate them into your plan

Feb 1, 2023 01:00 PM in Pacific Time (US and Canada)