[REPLAY] Estate Planning Strategies in the Political Debate from Prudential

Recorded 04/11/2024 

2024 Trimester Sales Strategies Series

If time were limited on your ability to help high-net-worth clients plan with certain wealth transfer strategies, would it change the conversations you’re having today?

Without a crystal ball, it’s impossible to know what future legislation may entail, but that doesn’t mean lawmakers haven’t given us clues. Past proposals from recent years can indicate which estate planning strategies may be at risk to be eliminated. During our session, we’ll review the strategies that have come under scrutiny in Washington recently, including grantor trusts and Dynasty Trusts, and how you can deploy them to help meet the needs of your clients while they’re available today.

Speakers:

Charles E. Perrault III, CFP ®, CLU ®, ChFC ® 
Director, Advanced Planning 
Prudential Financial, Inc.

Donna M. Scalaro, JD* 
VP, Advanced Planning, Individual Solutions Group 
Prudential

*Not in the practice of law for Prudential