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Introducing the Power of Appointment Support Trust: An Innovative Approach to Tax Planning - Washington, DC

February 24, 2016–Washington, DC

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, Patrick Beaudry, director of Financial Planning at Abbot Downing, and Lester Law, director at Abbot Downing, discussed the Power of Appointment Support Trust and the use of unique power of appointment strategies and their tax implications.