22WC-0641: Estate Planning Strategies Using Irrevocable Trusts (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Friday, September 30, 2022
10:00am - 4:00pm Central Time
6 CPE (6 technical)
With Democrats in control of Congress and 2026 just around the corner, one of our clients' top concerns is the possible reduction of the $12.06 million transfer tax exclusion to a lower amount. To take advantage of the currently high exclusion and freeze their estates, many advisers are turning to irrevocable trusts. This course will analyze the advantages and disadvantages of using a wide variety of noncharitable trusts, such as spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts.
Major subjects
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President Biden's campaign promises and historical positions on estate planning
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The gift, estate, and income tax treatment of irrevocable trusts
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The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts
Learning objective(s)
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Review the changing estate and trust planning environment
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Summarize the gift, estate, and income tax treatment of irrevocable trusts
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Dive deep into the benefits of advanced trust planning
Who should take this program?
CPAs, attorneys, CFPs, trust officers, and other financial professionals
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$199.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$149.00
|
 Standard Nonmember Fee |
$199.00
|
