Take advantage of gifting opportunities with the increased transfer tax exemption afforded by: outright gifts, gifts in trust, gifts to education and medical care providers, generation-skipping gifts, and spousal estate reduction trusts. Maximize the benefits of planning with life insurance such as: irrevocable life insurance trust, second to die insurance trust, and wealth replacement trust. Explore dynasty trusts. Utilize estate freezing techniques including: self-cancelling installment note (SCIN), intentionally defective grantor trust (IDGT), grantor retained annuity trust (GRAT), qualified personal residence trust (QPRT), and common law GRIT. Learn about charitable remainder trusts, charitable lead trusts, and more!
CPE: 2 Hours/Taxes
Presented by Steven G. Siegel, JD, LLM