Gaining Perspective

Irrevocable trusts are an effective way to minimize the tax consequences of transferring wealth to future generations. My guest today, Michael Roberts, will discuss how they are set up, who they are most effective for and how advisors can advance their relationships with clients by using them.

Show Notes

Irrevocable trusts are an effective way to minimize the tax consequences of transferring wealth to future generations. My guest today, Michael Roberts, will discuss how they are set up, who they are most effective for and how advisors can advance their relationships with clients by using them.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.