Congratulations to Matt Dana for delivering an extremely well received presentation this morning.  Matt's outline suggested several practical and useful ideas for planning strategies to help clients "use it or lose it', but the real nuggets weren't in the outline.

Matt offered his insights into where we are headed come Jan 1, 2013 (he is betting we will not have any congressional action in time to prevent the return to a $1mm exemption world), and how he sifts through the best strategies for his tier 1, tier 2, and tier 3 clients.

Matt next offered insights into the single best estate planning tool ever, the FLP, and why he believes you can and should be ready to use this tool in even those situations where the facts are tough....because the discounts are real, and if you conduct your practice thoroughly and diligently, that transfers into real savings for your clients.

Next came some suggestions for how to walk your clients through a currently funded spousal gift trust (the secret?  use flowcharts, not pages of documents and stacks of numbers), and how to address the most direct issues with them (divorce, or the death of the spouse and kids who don't cooperate).

There was barely enough time to touch on Rainy Day trusts, and other tactics to "use it or lose it"....so if you want more from Matt, you'll have to call him.

The flowcharts referenced today are available to members in the Presentation Archives section of the EVEPC website.  Just log on, and head to that section.

See you next month, on November 14th (the 2nd week of November).