Reducing Estate Tax: Strategies Every Planner Needs to Know

Reducing Estate Tax: Strategies Every Planner Needs to Know

Regular price $129.00

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 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.

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