5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Thorough discussion of asset protection measures that can and should be taken in many circumstances. Liked the way presenter covered a variety of topics pertinent to advisors, including trusts being named as IRA beneficiaries for asset protection purposes, and review of new and changing laws on rights of grantors of self-settled trusts. Just enough detail not to overwhelm, but also not too general or too diluted for experienced practitioners. I would enjoy having Gideon continue with future visits to A4A.