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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
Episodes
Monday Sep 11, 2023
Monday Sep 11, 2023
In this episode of Wealth Uncensored, we discuss the importance of structuring distribution provisions in trusts and foundations for long-term wealth preservation. We explore strategies to mitigate risks, such as tax liabilities and asset protection, and highlight key provisions for responsible wealth management. Join us as we provide valuable insights for securing financial stability and achieving effective estate planning.
Chapter Summaries;
0:00:36 Understanding the Importance of Structuring Distribution Provisions
0:01:12 Basic vs. Comprehensive Approach to Beneficiary Distributions
0:02:48 Multi-generational Structures for Long-Term Wealth Preservation
0:04:02 Benefits of Multi-generational Trusts and Foundations
0:06:09 Common Distribution Provisions: Age, Education, Substance Abuse
0:09:13 Importance of Life Skills Training for Beneficiaries
0:10:32 Structuring Distribution Provisions: Taking Care of Beneficiaries' Needs
0:11:43 Benefits of a Multi-Generational Structure with Robust Distribution Provisions
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