Error loading player: No playable sources found
Mathematics of Estate Tax
Date
July 22, 2015
$49
Standard Price
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
• 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
Partner, Keebler and Associates, LLP
Specialties
Related Products
Capital Sufficiency Analysis with Estate Planning: Practical issues on 2025 Sunset (EST, PFP)
PLANNING FOR SUNSET WITHOUT BANKRUPTING YOUR CLIENT The middle is often a difficult place to occupy in life. For those of modest wealth, the plan is simple – do nothing. For the very wealthy, the first step is equally simple – consume the entire BEA with gifts ASAP…
What the Sophisticated CPA, Lawyer and Financial Planner Need to Know About Planning for IRAs: Part I
• Life insurance in qualified plans — what works and what does not
Sunset Multi-Year Income Tax Planning
Sunset of the Tax Cuts and Jobs Act signifies a significant turning point for the income tax code. Planning for it several years in advance is critical. The rewards for thinking ahead are enormous, as are the consequences of failing to…
