Understand the use and purpose of various types of powers of appointment.
Clients may be uncomfortable with the rigidity of an estate plan set in stone upon their passing. They may not realize they have options to provide some flexibility to account for changes in circumstances, dynamics, and unforeseen, but inevitable, tax law changes. This presentation will define and explain powers of appointment, the tax consequences for the various types of power of appointment, and the considerations and benefits of creating powers of appointment.
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