Utilizing Flexible Estate Plans To Maximize Wealth Transfers In Uncertain Times
At this Kitces monthly webinar, David Haughton, JD, CPWA®, explains how to create flexible estate plans with trusts that go beyond the traditional AB trust structure. He also details how a 'kitchen sink' power of attorney, IRA beneficiary designations, and donor-advised funds can be utilized for flexible wealth transfers. In this webinar, advisors will learn:
- The current legislative changes that could impact client estate plans
- How to select trust structures and distribution options to balance control and flexibility
- Which estate planning techniques can be used beyond trusts for planning versatility
David Haughton, Team Lead, Advanced Planning at Commonwealth Financial Network
David Haughton, JD is Team Lead, Advanced Planning at Commonwealth Financial Network®, Member FINRA/SIPC. With the firm since March 2018, David provides estate, trust, charitable, education, business, and social security planning support to advisors. He also plays a key role in tracking and interpreting legislation affecting individual taxation and financial planning. He is a graduate of UMass Amherst and earned his JD at the Massachusetts School of Law. He is admitted to the Massachusetts and New Hampshire bar, as well as the U.S. District Court, District of Massachusetts, and the U.S. District Court, Court of New Hampshire. He is also a Certified Private Wealth Advisor® practitioner.