Intervivos QTIP Trusts

Wednesday, June 18, 2025, 1:00 PM - 2:30 PM, Eastern Time

Presenters: Edwin P. Morrow III, JD, LLM, MBA, CFP®, CM&AA®, and Monica Gurgiolo, JD, CPA

 

 

Traditionally used for estate equalization before portability, intervivos qualified terminable interest property (QTIP) trusts have a unique niche, and their other uses may surprise you. In this webinar, we will cover the so-called super-charged credit shelter trust and state estate tax advantages of intervivos QTIP trusts. In addition, we will address using an intervivos QTIP trust as a way to undo taxable gifts to spousal lifetime access trusts if the tax law changes or the market dips; using them as an alternative to domestic asset protection trusts; and using them in place of incomplete nongrantor trusts for state income tax savings for a large sale or qualified small business stock stacking, especially in California and New York.

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$129

Registrants will have access to materials and recordings until Wednesday, June 30, 2027.