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Advanced Estate Planning Conference 2015


Mathematics of Estate Tax


Jul 22, 2015 1:45pm ‐ Jul 22, 2015 3:00pm

Standard: $49.00

Description

2015 marks a continuation relative stability in estate tax law and remarkably low interest rates. In this session learn how to help your clients capture benefits that may be lost, or at least whittled away, in coming years. The mathematics of the following topics will be discussed:
• Gift, estate and GST tax rates and exemptions
• Tax exclusive nature of gift taxes
• Leveraging of the GST exemption
• Grantor Retained Annuity Trusts (GRATs)
• Installment sales to Intentionally Defective Grantor Trusts (IDGTs)
• Self-Canceling Installment Notes (SCINs)
• Private Annuities
• "Tax Burn" Technique

Speaker(s):

  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP

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