021 Irrevocable Trusts (Part 2) with David Zumpano


Manage episode 154998895 series 1142608
Player FM과 저희 커뮤니티의 Smart Planning 101, Estate Planning, Financial Planning, Business Planning, and Retirement Planning - with Nicole Wipp 콘텐츠는 모두 원 저작자에게 속하며 Player FM이 아닌 작가가 저작권을 갖습니다. 오디오는 해당 서버에서 직접 스트리밍 됩니다. 구독 버튼을 눌러 Player FM에서 업데이트 현황을 확인하세요. 혹은 다른 팟캐스트 앱에서 URL을 불러오세요.
Irrevocable trusts, traditionally, are estate tax planning devices. Very few Americans in 2014 need estate tax planning, however - less than 2%. Why, then, would you want an irrevocable trust? This series, including part 1 at www.SmartPlanning101.com/20, focuses on a new type of irrevocable trust known as the irrevocable pure grantor trust. In this episode, David Zumpano, a nationally recognized expert on asset protection and elder law planning (also a CPA & attorney) discusses this irrevocable trust, who it is for, and why you may want one. Read the show notes and learn more: www.SmartPlanning101.com/21

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