Date: Dec. 13, 2024
Time: 8 a.m. – 3:30 p.m. PT
Increasingly, clients need to simultaneously address: the estate, gift, generation-skipping, income, and property tax implications of estate plans; the pros and cons of relying on the portable exclusion to avoid estate tax; and current steps to handle a reduced exclusion and Clawback. In this course, we examine the role of the marital deduction and Survivor's Trusts ("A" trusts), ways to maximize planning opportunities by building flexibility into the modern estate plan, the qualitative and quantitative implications of various strategies affecting blended families, whether to use Bypass ("B") Trusts or QTIP ("C") trusts, and whether to file a Form 706 when it's not required.
1000002666-124824
Closed Captioning Available
CPAs, attorneys, financial advisers, insurance advisers, trust officers, paralegals and estate planners.
Taxes
Basic
None
None
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.