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Sponsored by Lorman Education
Only registered attendee will receive continuing education credit.
Product ID: 401446
 
Credit & Course Provided by:

Generation Skipping Transfer Tax: Practical Estate Planning Techniques

Live Webinar
January 22, 2018
1:00 pm ET (12 pm CT, 11 am MT, 10 am PT)
1 hour 30 minutes
Live Webinar$199Register Now
Can't Attend?   Audio & Reference Manual$199Add to Cart

Understand the benefits and implications of the generation-skipping transfer tax so you can effectively advise your clients.

Many clients and tax practitioners fail to fully comprehend the generation-skipping transfer tax implications in their estate and family wealth transfer planning. However, the generation-skipping transfer tax is always present and in many ways may be an unintended tax imposed on the taxpayer. This topic will allow estate planning and tax advisors to spot the generation-skipping transfer tax issues, to understand the taxable events that will trigger a generation-skipping transfer tax, and introduce techniques used to avoid or mitigate the generation-skipping transfer tax. This important topic will also provide the advisors the tools and information necessary to navigate through the various generation-skipping transfer tax laws and avoid the unintended tax implications for their clients. For many clients the goal will be to avoid the generation-skipping tax altogether and this knowledge will help you advise your clients accordingly.

Learning Objectives

  • You will be able to describe the various taxable events triggering the generation-skipping transfer tax.
  • You will be able to discuss the tax benefits of generation-skipping transfer tax planning and the techniques utilized to minimize the generation-skipping transfer taxes for your clients.
  • You will be able to identify estate planning opportunities related to generation-skipping transfer taxes.
  • You will be able to recognize the different types of generation-skipping transfer trusts commonly used and the pros and cons of each such trust.

Registration

Live Webinar$199Register Now
Can't Attend?   Audio & Reference Manual$199Add to Cart