Reducing Estate Tax: Strategies Every Planner Needs to Know

This presentation will demonstrate the economic benefits of lifetime gifting and will review key features of specific planning techniques including:

• The exclusion for medical and educational expenses
• Annual exclusion gifts and the various ways they can be used (UTMA and 529 accounts, 2503(c) trusts, GST exempt trusts)
• Insurance trusts and Crummey powers
• Gifting assets to grantor trusts Intra-family loans
• Family limited partnerships
• Grantor Retained Annuity Trusts
• Qualified Personal Residence Trusts
• State income taxation of trusts

Presented by: Stephen Liss 

CLE: 1.0 general credit

Approved States: AR, CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AZ, CT, MO, ND, NH, TX eligible to claim credit)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance. 

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.