PFP2518. Decoding Trusts and Operating Agreements: Unlocking Opportunities in Personal Financial Planning

In this interactive session, Thomas Neal Tillery, CFP®, AEP® (Distinguished), will delve into the intricacies of trusts and operating agreements and their pivotal role in personal financial planning engagements. Attendees will explore a comprehensive case study, illustrating how careful analysis of these documents can uncover valuable planning opportunities.

This session will provide practical insights into:

• Identifying key provisions in trusts and operating agreements that impact financial planning.
• Understanding the intersection of legal structures and client objectives.
• Leveraging document analysis to create tailored strategies for wealth management, tax efficiency, and estate planning.

Join us to enhance your ability to navigate complex documents and translate them into actionable strategies that deliver measurable client value.

Learning Objectives:

• Evaluate key provisions in trusts and operating agreements that influence personal financial planning strategies.
• Analyze the impact of legal structures on client objectives, including tax efficiency, wealth transfer, and asset protection.
• Apply insights from document analysis to develop actionable recommendations tailored to client-specific circumstances.
• Determine planning opportunities and the value of comprehensive personal financial planning in complex engagements from a case study approach.