The Generation Skipping Transfer Tax (GSTT), which is scheduled to end in 2010 but will return in 2011, had been a source of confusion among taxpayers. Some thorny issues have arisen specifically with respect to how people are able to transfer wealth to successive generations (two or more) without incurring huge penalties. It is critical for you to understand the application of this tax in order to properly advise your clients as setting this up properly is likely the most significant issue in wealth management planning.
If you want a clearer view and understanding of the GSTT, join this 2-hour LIVE Webcast by The Knowledge Group where a panel of key thought leaders will be speaking and sharing their expert opinions. The audience will also have the opportunity to ask questions, live. Reserve now as slots are limited! Click the “Register” button below to enrol.
Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 2.0
Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.
Advance Preparation: Print and review course materials
Course Code: 103962
Abby Wool Landon
Shareholder
Charles Bender
Partner
Linda L. Snelling
Partner
Abby Wool Landon, Shareholder, Bullivant Houser Bailey PC.
- Drafting Trust provisions that protect your client’s objectives over time, accommodate uncertainty including changes in state and federal law as well as family circumstances
- Including Use and Expansion of Trust Protector provisions, with a discussion regarding the lengths and limits of the provisions
- Ambiguity of Notice Provisions in Uniform Trust Code Act States
Charles Bender, Attorney at Law, Fox Rothschild LLP
- 2010 - Estate planning in an uncertain environment
- Estate planning with no estate tax
- Taxable gifts in 2010
- GST planning with no GST tax
- Drafting wills and trust in light of estate tax uncertainty
- 2010 - Estate administration in an uncertain environment
- Administering estates without knowing if there is a federal estate tax
- Using disclaimers to deal with uncertainty in the law
- Estate Planning Across State Lines
- Strategies for decoupled states
- Domicile planning
Linda L. Snelling, Partner, Hinshaw & Culbertson LLP
- Risks Due to Fraud
- Risks Due to Market Volatility
- CPAs
- Accountants
- Tax Attorneys/Consultants
- Attorneys specializing on Wealth Planning Practice; Trust & Estate and Private Client
- Other Professionals involved in Retirement Planning, Wealth Management, Private Client and other related areas
This is a must attend event for financial and tax professionals to get the latest developments about Transfer Tax in 2010 Skipping Generations - Are You Confused?.
- Detailed guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A