Understanding the GST Tax is critical to properly advising families with multi-generational wealth. This presentation will assume a basic understanding of the GST Tax and will explore some slightly more advanced topics including:
- The predeceased child rule vs. the generational step up rule
- Planning with partially exempt trusts
- Making a “reverse” QTIP election
- Common GST issues on gift tax returns
- The Estate Tax Inclusion Period (ETIP) and GRATs
This webinar is included for Trusts & Estates, Practice Development Subscribers and provided live complimentary for Business Law Subscribers.
Regular Price: $129 | Trusts & Estates Price: $0 | Gun Law Price: $129 | Business Law Price: $0 (Recording Not Included) | Practice Development Price: $0
CLE:
1.0 credit
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN
No CFP
No CPE
In order to be awarded the full credit hours, you must be present during the entire program.
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.
WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255.
We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.