Creative and Effective Estate-Planning and Asset Protection Strategies for 2021 and Beyond
Cory Grant, Grant Partners, Inc., Founder
Your expert instructor in this MoneyMastersSM course is Cory C. Grant, JD, founder of Grant, Hinkle, and Jacobs, Inc., who has close to 30 years' experience in estate, business succession, and wealth transfer planning. Cory is an active real estate investor and business owner who combines his education as an attorney and his background as an entrepreneur and investor to guide his clients to success. His previous publications include Tax Deferred Investing and Estate Planning is About More than Death and Taxes.
Preview
Course Content
- Advanced strategies for minimizing tax on IRA and retirement accounts, including an analysis of the “Roth conversion at death” strategy.
- How to transfer future appreciation of assets, while retaining income during your lifetime. You really can have your cake and eat it too!
- How to avoid paying capital gains on the sale of appreciated assets.
- How the ultra-wealthy legally and openly leverage charity for their family to create a zero-estate tax plan.
- Common estate planning mistakes and how to avoid them.
- Strategies used by America's wealthiest families to keep wealth in the family for multiple generations.
- The benefits and pitfalls of various planning techniques using actual real-life fact patterns and case studies.
- The impact of the SECURE Act and upcoming elections on your family wealth transfer plan.
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Order Total: $139.00
For more than 30 years, Cory Grant has developed his expertise in the design and implementation of advanced estate plans, wealth protection techniques, executive retention programs, and business succession strategies for families, privately held businesses, and non-profit organizations. He has been an active member of the California State Bar since 1994. Among Mr. Grant’s specialties is creating intuitive succession and retention plans for companies and families with investment real estate holdings. In addition, he is well known for his innovative planning approaches to complex family or entity structures. Mr. Grant’s holistic approach has led to increasing family office engagements in recent years. For many years, he has been acknowledged as one of the nation’s experts in life insurance advisory, consulting with life carriers on product design and pricing. Mr. Grant also advises non-profit organizations on executive retention strategies and methods to protect and grow charitable contributions.