On Demand Case Study:
To Trust or Not to Trust
What you’ll learn:
- How gifting plans may function with and without a trust structure.
- How ownership and control can change over time within a gifting plan.
Valuable for:
- Families considering long-term control and oversight.
- Individuals learning about trust concepts at a beginner level.
This video is intended for educational purposes only. Insurance products, underwriting guidelines, and eligibility requirements vary by insurer and individual circumstances. All coverage decisions are made by the issuing insurance company.
Ready to begin your Generational Gifting Concept journey?
Let’s Get Started
Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner