Trust Point’s Christine Schmidt, CFP®, Managing Director of the Family Office and Julie Westbrock, JD, Vice President of Development were the guest speakers on the Poised for Exit Podcast to provide an overview of how various types of trusts can benefit business owners looking to sell their business.
Julie and Christine both have extensive experience working with business owner clients with wealth management and Family Office needs.
Listen to podcast to learn more about the following types of trusts:
- Intentional Defective Grantor Trusts (IDGT’s)
- Spousal Lifetime Access Trusts (SLATs)
- Charitable Remainder Trusts (CRTs)
Julie and Christine will provide insights into why each of these types of trusts may be used and some benefits/risks of each. They also share tips for when business owners should start thinking about setting up a trust for their business sale.
Click HERE to listen to the podcast recording.
