The speaker will review uses of inter-vivos formula clauses in estate planning including the different types, factors to consider when using each, and gift and income tax reporting.
Learning Objectives:
1. To identify different types of inter-vivos formula clauses.
2. Learn when different types of inter-vivos formula clauses should be used or not used
3. Learn gift tax reporting of transfers by inter-vivos formula clauses
4. Learn income tax reporting strategies related to transfers by inter-vivos formula clauses
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