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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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Time & Location
Feb 17, 2022, 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
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