Powerful Trust Laws to Combat Future Uncertainties (i.e. Economic, Tax, Political, Family & Lawsuits)
NAEPC Webinar: Powerful Trust Laws to Combat Future Uncertainties (i.e. Economic, Tax, Political, Family & Lawsuits)
Presented by National Association of Estate Planners & Councils
Wednesday, March 8, 2023
3:00pm - 4:00pm ET
Speaker: Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP
Flexible trust planning has never been more important as a result of tax, political, economic, lawsuit and family uncertainty. This webinar will discuss how modern directed trusts, investment management LLCs, trust protectors and special purpose entities can all provide a family with flexibility and control to deal with these uncertainties intergenerationally. The webinar will also discuss other important non-tax reasons for establishing trusts such as asset protection, privacy, promotion of family values, divorce protection, family governance, as well as the prevention of family disputes. Lastly, the webinar will discuss how easy and practical it is to add these benefits to newly drafted trusts or to reform and modify existing trusts. Many people frequently ask how soon they can get their assets out of trusts, while the modern trust structure has them asking how long they can leave their assets in a trust.
Al is the Co-Founder and Co-CEO of South Dakota Trust Company LLC and the SDTC related companies. Previously, Al was a Managing Director and National Director of Estate Planning for Citigroup. He was also the Co-Founder and Vice-Chairman of Citicorp Trust South Dakota. He is currently the Co-Chair of the Editorial Board at Trusts & Estates Magazine. Al received his B.A. from Holy Cross College, his Juris Doctor from Syracuse University School of Law, and his LL.M. in Tax Law from Boston University School of Law. Al is based in New York City & Westport, Connecticut.
REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.
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Registration Fees
- $40 / Accredited Estate Planner® designee
- $60 / member of [enter EPC name here]
- $100 / non-member
- $250 / council meeting or group gathering
A general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.
