Order Online - Add to Cart

Credits

Sponsored by Lorman Education
Product ID: 400469TMX
 
Credit & Course Provided by:

The Mathematics of Estate Planning

Audio Files and PDF File Come on Flash Drive
Copyright 2017
Audio & Reference Manual$199.00Add to Cart Add to Cart


Understand the importance of mathematically strategic estate planning and how it can impact your clients and your firm.A timely discussion on Mathematics of Estate Planning, and the potential risks, tricks and traps for the unwary that can be present if planners do not 'run the numbers.' The presenters will address issues regarding the applicable interest rates, mortality assumptions and other issues that must be taken into account when employing commonly used techniques, such as Installment Sales to Intentionally Defective Grantor Trusts (IDGTs), Self-Cancelling Installment Notes (SCINs), Private Annuities, Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRATs and CRUTs), Charitable Lead Trusts (CLATs), and many more strategies. Practitioners should not miss this information.

Authors

Kenneth J. Crotty, Gassman, Crotty & Denicolo, P.A. Christopher J. Denicolo, Gassman, Crotty & Denicolo, P.A. Brandon Ketron, Gassman, Crotty & Denicolo, P.A.

Self Study Credit - Audio & Reference Manual

Sponsored by Lorman Education

CLE1.5AK, AZ, CA, GA, HI, IL, ME, MT, NM, NV, NY, UT, VT, WA
CLE1.8MO, NJ, WV

Additional Formats

OnDemand WebinarMore Info