WEBINAR: The BIAT Advantage

The difference between a standard trust and a BIAT^® (Beneficiary Income Accumulation Trust) can be significant for your family's financial future. Attorneys Andrew J. Kelleher and Edwin P. Morrow will break down exactly what that difference looks like, demonstrating through detailed examples what BIAT provisions can save across income tax, estate tax, and generational wealth transfer.

What You Will Learn

• What makes BIAT different from a standard trust
• How BIAT reduces income tax at the beneficiary level
• What the savings look like in real dollars, across generations
• Whether your current plan is a candidate for these enhancements