The Terminator: The QPRT as a Wealth Transfer Strategy and CTA Updates

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Welcome to The Verdict: Estate Planning Through Film. Today, Hons Yung is joined by Farella Partner Greg LeSaint and Farella Senior Paralegal Joe Hilliard to discuss the movie The Terminator.

Like the Terminator traveling back in time, we discuss recent events concerning the Corporate Transparency Act, including where the CTA’s enforcement stands today. We also introduce and discuss the estate planning benefits of a qualified personal residence trust (QPRT).

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Welcome to The Verdict: Estate Planning Through Film. Today, Hons Yung is joined by Farella Partner Greg LeSaint and Farella Senior Paralegal Joe Hilliard to discuss the movie The Terminator.

Like the Terminator traveling back in time, we discuss recent events concerning the Corporate Transparency Act, including where the CTA’s enforcement stands today. We also introduce and discuss the estate planning benefits of a qualified personal residence trust (QPRT).

Should you still file your BOI report? What should Sarah Connor’s mom do with her cabin in Big Bear?

We explore those questions and more, so …

“Come with me if you want to live.”

Show Notes: www.fbm.com/private-client/publications/the-terminator-the-qprt-as-a-wealth-transfer-strategy-and-cta-updates

DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion. See less -

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations. Attorney Advertising.

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