The Alphabet Soup of Advanced Planning Trusts

McLane Middleton's Woburn Office 300 TradeCenter, Suite 7600, Woburn, MA

When working with a high net worth or ultra high net worth client there are several different ways to approach their estate plan. This seminar will include several of those techniques including: SLATs - Spousal Lifetime Access Trusts IDGTs - Intentionally Defective Grantor Trusts APTs - Asset Protection Trusts QSBS stacking - Qualified Small Business Stock stacking