Trust Topics And Trends For Financial Advisors

Trust Topics And Trends For Financial Advisors
Gideon Rothschild
10/12/12 4 PM EST
IWI
Program Id: 676302913
3.0
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Serving as a quarterback to manage a client’s wealth requires working with attorneys and familiarity with common mistakes made in trust documents as well as how to correct them after a trust is established. In this session, you will learn from one of the nation’s leading estate planning attorneys about:

• Making Trusts Flexible
• Fixing Irrevocable Trusts
• Extending terms of irrevocable trusts
• Modifying administrative provisions of irrevocable trusts
• Current trends in gift trusts for wealthy individuals

GIDEON ROTHSCHILD is a partner with the New York City law firm of MOSES & SINGER LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group.  He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and foreign trusts.  

Mr. Rothschild is the Vice-chair of the Real Property Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers.  He is a member of the Advisory Boards of BNA’s Tax Management and Trusts and Estates, the Immediate Past Chair of the New York Chapter of the Society of Trust and Estate Practitioners (STEP), and a member of the New York State Bar Association.  He is also licensed as a Certified Public Accountant.

Webinar attendance is limited to Advisors4Advisors members.  Not a member?  Join here.

This webinar is eligible for IMCA® CE credit.


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(Updated: October 11, 2012)
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5.0

This was an awesome introduction to trusts and some key issues. I now want to learn more about how to apply the trust concepts in my financial planning practice.

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(Updated: October 11, 2012)
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5.0

Robert Keebler was very knowledgeable, and he concisely presented information that is directly relevant to advisors' work with clients.

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(Updated: October 11, 2012)
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5.0

Gideon did a nice job with the presentation.

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(Updated: October 11, 2012)
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5.0

Excellent! Gideon Rothschild explains complex topics in a manner that is easy to understand. Kudos to having him as one of your regular presenters; he is terrific!

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(Updated: October 11, 2012)
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