Decanting Trust

Martin M. Shenkman goes in-depth on Decanting Trusts, an estate planning process that you can use to build referral relationships with attorneys. The video emphasizes the considerable benefits of Decanting Trusts, such as protecting assets, extending trust terms, and changing trustee powers, and how you can use this process to grow your client base.

View more videos

T3 Survey: Share Your Opinion of FP Alpha

To help us grow FP Alpha’s platform, we invite you to take the T3/Inside Information Software Survey.
Please note that FP Alpha is listed under Financial Planning Software (Q8), Retirement Distribution Planning Tools (Q10), Estate Planning Tools (Q12), Tax Planning Software (Q14), and Digital Marketing Tools (Q68).
Enjoy a $5 Starbucks gift card on us when you fill out.

Take Survey