Los Angeles, CA (PRWEB) May 08, 2013
With the passage of the American Taxpayer Relief Act of 2012, tax and inheritance rules have shifted again. In a recent white paper, Sisi Tran, Esq., discusses a viable and effective wealth planning technique through the use of an inter vivos Qualified Terminable Interest Property (QTIP) Trust. This strategy outlines a variety of potential tax advantages for married couples in comparison to other gifting techniques. Her timely insights have been captured in the Summer 2013 issue of The Journal of Wealth Management. We believe this article will be especially useful to wealth planners and lawyers who advise clients with assets greater than $5 million.
Sisi Tran serves as the subject matter expert for trust and estate planning for clients of Convergent Wealth Advisors. She is integral to the education efforts at Convergent to keep advisors at the forefront of new developments in estate planning laws and strategies. Ms. Tran works directly with clients, helping them to understand the methods available that seek to minimize their tax burdens and maximize the transfer of their wealth to future generations.
Ms. Tran received her J.D. and LLM Tax degrees from the University of Miami School of Law. She is a member of the California and Florida State Bars and the American Bar Association.
About Convergent Wealth Advisors
Convergent Wealth Advisors is a recognized industry leader in wealth management, advising on over $10 billion in assets (as of December 31, 2012). Convergent provides investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices with investable assets of $10M and more. Independence by Convergent™ is a division of Convergent focused on servicing clients with $500,000 and more in investable assets.
Convergent has offices in Washington, DC, Los Angeles, New York, and Portland, OR.
Media Contact: Douglas Wolford | 301.284.1112 | Doug(dot)Wolford(at)ConvergentWealth(dot)com
Convergent is a majority-owned subsidiary of Convergent Capital Management, which is a subsidiary of City National Corporation (NYSE:CYN), the parent company of City National Bank. Non-deposit investment products are not FDIC insured, are not deposits or other obligations of Convergent Wealth Advisors, are not guaranteed by Convergent Wealth Advisors and involve investment risks, including the possible loss of principal.