Learn more about exciting estate planning opportunities!
September 17th, 2024 at 11:30am at
Ruth’s Chris Steak House – Houston
5433 Westheimer Rd #100
Houston, TX 77056
Join our Lunch and Learn meeting to hear about strategies, utilizing Spousal Lifetime Access Trust and Life Insurance that would reduce your clients’ estate tax burden. This event is hosted by Wealth Advisors Trust Company and Advisors Resource Company.
This is an opportunity for you to learn advanced tax-planning strategies that will dramatically improve your client’s estate plan and control over their assets.
Join us:
Tuesday, September 17th, 2024 at:
Ruth’s Chris Steak House – Houston
5433 Westheimer Rd #100
Houston, TX 77056
from 11:30 AM to 1:30 PM
Topics of Discussion:
During this event we are excited to have a Christopher Holtby from Wealth Advisors Trust Company. Wealth Advisors Trust Company provide corporate trustee services for the clients of Advisors and agents. He will be covering various ways in which you can help your clients leverage SLATs to control and mitigate estate taxes. Jordan Pence, CFP will be reviewing the benefits of owning life insurance policies inside of these trusts and how to structure the policies.
Topics of discussion include:
- Learn how to talk to your clients about estate planning and their other advisors.
- A comprehensive overview of SLATs and their benefits, presented by Christopher Holtby.
- The critical role life insurance plays in a SLAT.