Deep Dive on Revocable Trusts and Sub-Trusts for Estate Planning

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