The Generation-Skipping Transfer Tax: Beyond the Basics

Understanding the GST Tax is critical to properly advising families with multi-generational wealth. This presentation will assume a basic understanding of the GST Tax and will explore some slightly more advanced topics.

Presented by: Stephen Liss

CLE: 1.0 general credit

Approved States: AR, CA, CO, NJ, NV, NY, OK, PA, VT

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

We will supply you with the information needed to self-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.