Family Inheritance Planning

• Structure & Benefits
• Share Classes
• Tax Considerations
• Employee Benefit Trusts
• Setting Up an FIC

• Types of Trusts
• Trust Taxation
• Setting Up a Trust
• Trust Administration

• Spousal Exemptions
• Joint Assets
• Prenuptial Considerations
• Inheritance Planning

• Guardian Arrangements
• Inheritance for Minors
• Disabled Beneficiaries
• Education Planning