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EST1818 - GST Tax Planning, Pitfalls & Pointers

Jun 12, 2018 11:20am ‐ Jun 12, 2018 12:35pm

Standard: $49.00


This program will provide guidance in translating theoretical rules to actual practice regarding preparation of the Form 709, recent trends in planning and reporting issues , changes to grandfathered or exempt trusts and options to address prior mistakes.

Learning objectives:

• To learn about affirmative, timely, automatic and late allocations of GST exemption.

• To learn about planning issues regarding uses of GST exemption and changes to trusts.


Tags: EST

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