Thu, Feb 17

|

Zoom

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.

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Reducing Estate Tax: Strategies Every Planner Needs to Know

Time & Location

Feb 17, 11:00 AM

Zoom

About the Event

Host: Michael Varela

Please join us via Zoom for a one-hour webinar designed to help you learn how to effectively plan for your clients. As part of a monthly webinar series offered through WealthCounsel, 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 trustsannuities, strategies for employees, CRATs, CRUTs, CLTs, and combining techniques.

Earn 1 hour of CLE

In order to be awarded the full credit hours, you must be present during the entire webinar