- This event has passed.
Finseca Report Marketplace Live: The wealth transfer vehicle of choice during uncertain times – the good, the bad, and the ugly of spousal lifetime access trusts
July 15 @ 11:00 am - 12:00 pm
July 15, 11:00 a.m. – 12:00 p.m. ET
Flexibility is paramount for wealth transfer and estate planning professionals as they help clients navigate the ever-shifting landscape of federal tax policy proposals in 2021. Finseca cordially invites our influencer members and the trusted advisors they partner with to a talk with Jonathan Forster of BakerHostetler for a look at spousal lifetime access trusts.
Keynote Speaker: Jonathan M. Forster, Partner, BakerHostetler