The Perfect Hedge: Cutting-Edge Planning Strategies with Guaranteed Results
Mr. Vitiello's in-depth session covers two creative and often overlooked estate planning strategies. These strategies utilize a combination of either Grantor Retained Annuity Trusts or Charitable Lead Annuity Trusts, both coupled with insurance, to provide an almost risk-free planning vehicle for high-net worth and ultra-high-net worth clients. Significant estate planning benefits are virtually guaranteed, regardless of premature death or long life.
The Roosevelt Hotel
45 E 45th Street
New York, NY 10017
Visit the AICPA's website for more details.