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Introducing the Power of Appointment Support Trust: An Innovative Approach to Tax Planning - Los Angeles, CA

March 23, 2016–Los Angeles, CA

For many high-net-worth clients, implementing estate planning strategies to help reduce income, estate, gift, and generation-skipping transfer taxes is a top concern. Recent changes to income and transfer tax laws have opened new avenues for transferring wealth. At this event, Bryan Austin, director of Wealth Planning at Abbot Downing, took a deeper look at the Power of Appointment Support Trust to demonstrate the income and transfer tax benefits to clients and their extended families.