Deep Dive on Revocable Trusts and Sub-Trusts for Estate Planning
What advisors need to know about revocable and subtrusts, and how they can help clients achieve their unique estate planning goals.
Speakers
Erica Ellis
Product Counsel, Vanilla
Register
Speakers
Erica Ellis
Product Counsel, Vanilla
In this webinar, hosted by Erica Ellis, Vanilla Product Counsel, advisors will learn the key components of revocable trusts. The session will focus primarily on sub-trusts and how they can be used to address the needs of a client and their particular estate planning goals.
Sub-trusts can provide a range of benefits including creditor protection or protection from divorcing spouses, post-death management of assets, multi-generational legacy creation, and more.
You’ll learn:
- What constitutes a sub-trust, and how they work
- How sub-trusts can offer benefits like asset protection, tax planning, and more
- The practicalities of how sub-trusts function in different situations
Attendees will have the opportunity for Q&A with Erica after the presentation.