State of Estates
Portability Podcast
Portability Podcast, Episode 2: Powers of Appointment
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Portability Podcast, Episode 2: Powers of Appointment

Discussing one of the most important and overlooked planning tools

In this episode, I discuss some of the basics and nuances of powers of appointment.

As discussed in the episode, check out my upcoming presentation at the Tax & Estate Planning Forum on Tuesday, October 22, 2024 on powers of appointment:

https://thetaxandestateplanningforum.com/2024Agenda.html#Tuesday

To read more about powers of appointment, the following article refines many of the principles discussed in this episode:

https://griffinbridgers.substack.com/p/an-intro-to-powers-of-appointment