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Date and Time
Thursday Jun 25, 2026
12:00 PM - 1:00 PM CDT
June 25, 2026 @ 12:00pm CT
Location
Registration link: https://us06web.zoom.us/webinar/register/WN_gw4wWQCoSreCnx9XKAZRww
Fees/Admission
Free
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Description
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
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