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Congress approved the new estate tax law for 2011 and 2012 and gave executors options for how to handle 2010 estates. On the face of it, the increased exemption and lower tax rate seem like a boon for wealthier clients. However, you shouldn't be fooled into thinking that estate planning is no longer needed. There are pitfalls as well as opportunities in the new law.
Horsesmouth Essential: Spearhead your client’s estate review by compiling all the information an estate-planning attorney needs and sitting in on meetings to make sure your client’s wishes are fulfilled. Not only will you win the loyalty of your client, you could garner respect—and business—from a very desirable referral source.
Establishing closer relationships with trust and estate attorneys can accelerate your asset gathering. Here's a strategic blueprint for creating a consistent flow of affluent referral business, including some key questions to win over attorneys.
With the return of the estate tax, trusts resume their role as an important wealth transfer vehicle in a client's estate plan. However, trusts serve many other purposes as well, and advisors should be familiar with the four most commonly used trusts.
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