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Presenter:  Mitchell J. Singer, B.Sc., LL.B.

Estate planning is about getting your clients’ possessions to whom they wish with as little hassle and as little tax as possible. This webinar examines the core pillars of estate planning—wills, trusts and insurance—while exploring the strategic duties of executors and the tax implications of asset disposition.

We will highlight advanced methods for minimizing probate and taxes through spousal trusts, double wills, and strategic life insurance structures. Join us to gain the expertise needed to safeguard wealth, maximize tax-free rollovers, and deliver the peace of mind of a perfectly executed estate plan.

CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

*NOT IDC WORLDSOURCE INSURANCE NETWORK HOSTED*