ATS Financial Services is committed to providing high quality, informative, interesting and useful information to its clients, friends and the public, in a format that is conducive to learning and that helps to ensure that the information presented can be used.  Sandeep Varma developed our signature seminar, “The Seven Biggest Mistakes Trustees Often Make” based on his experience with an actual client family. He witnessed, firsthand, how miscommunication, greed and bad legal and financial advice caused his clients’ estate plans to be severely disrupted.  All of it was preventable. Unfortunately, the circumstances are all too familiar.  The seminar was developed to help people to avoid those common mistakes. 

What we have found is that most people have only laid a foundation for estate planning by establishing a living trust. Most have not looked beyond that foundation or built upon it because they are not being educated by their advisors about the numerous strategies that might be appropriate for them or they have misconceptions about some strategies or financial services and products.  For that reason we have developed Advanced Trustee Workshops as a follow on to our original seminar.

The 7 Biggest Mistakes Trustees Often Make

Advanced Trustee Workshops

Pitfalls of B Trust Planning

How to Sell Assets Without Paying Capital Gains Tax

Avoiding Double IRA Taxation

Investment Planning for Fiduciaries and Trustees