Reducing Estate Tax: Strategies Every Planner Needs to Know

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