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Date and Time
Thursday Aug 13, 2026
12:00 PM - 1:00 PM CDT
Thursday, August 13, 2026
Location
https://us06web.zoom.us/webinar/register/1517854435664/WN_5JBJp9qeRgCh6Oe6nVdZlw
Fees/Admission
Free
Contact Information
attorneys@kelleherholland.com
Send Email
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Description
The difference between a standard trust and a BIAT® (Beneficiary Income Accumulation Trust) can be significant for the clients you advise. This program gives you something rare: the opportunity to hear this strategy explained directly by the attorney who developed it.
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
- How to spot potential candidates for these enhancements
This program has been approved for 1.0 hour of Illinois MCLE credit, 1.0 hours of CFP Board CE credit and 1.25 CTFA credit.
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