This presentation will demonstrate the economic benefits of lifetime gifting and will review key features of specific planning techniques including:
- The exclusion for medical and educational expenses
- Annual exclusion gifts and the various ways they can be used (UTMA and 529 accounts, 2503(c) trusts, GST exempt trusts)
- Insurance trusts and Crummey powers
- Gifting assets to grantor trusts
- Intra-family loans
- Family limited partnerships
- Grantor Retained Annuity Trusts
- Qualified Personal Residence Trusts
- State income taxation of trusts
This webinar is included for Trusts & Estates, Practice Development Subscribers, and offered live complimentary for Business Law Subscribers.
Regular Price: $129 | Trusts & Estates Price: $0 | Gun Law Price: $129 | Business Law Price: $0| Practice Development Price: $0
CLE:
1.0 credits
States Pre-Approved: AR, CA, 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
NOTES:
For accurate records, each employee in an organization must register individually for CLE attendance reporting and audit. Additionally, if multiple people from an organization (who have individually registered) would like to view together under one employee's registration and login, please send a list of those individuals along with the verification code(s) to cle@wealthcounsel.com, so their attendance is marked accordingly.
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.