Intervivos QTIP Trusts
Traditionally used for estate equalization before portability, intervivos qualified terminable interest property (QTIP) trusts have a unique niche, and their other uses may surprise you. In this webinar, we will cover the so-called super-charged credit shelter trust and state estate tax advantages of intervivos QTIP trusts. In addition, we will address using an intervivos QTIP trust as a way to undo taxable gifts to spousal lifetime access trusts if the tax law changes or the market dips; using them as an alternative to domestic asset protection trusts; and using them in place of incomplete nongrantor trusts for state income tax savings for a large sale or qualified small business stock stacking, especially in California and New York.
Presented by: Ed Morrow, JD, LLM, CFP and Monica Gurgiolo
CLE: 1.5 general credits
Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT
(AK, AZ, CT, MO, ND, NH eligible to claim credit.)
We will supply you with the information needed to apply in other states.
Approval process times will vary
Contact shopcle@wealthcounsel.com for CLE assistance.
WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.
