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This session will focus on comparing the mathematics of various common estate tax planning strategies in the current environment. Specifically, it will cover: GRATs, IDGT sales, SCINs, private annuities, the "tax burn," and GST exemption leverage. Income tax basis considerations will be included. Bob will also help you understand how to run the numbers, communicate these concepts to clients, and how to compare approaches to develop a client-appropriate strategy.
Learning Objectives:
Understand the mathematic principals of various estate tax planning techniques.
Be prepared to compare the relative effectiveness of various approaches for your client.
Speaker(s):
Robert
S. Keebler,
CPA/PFS, MST, AEP (Distinguished),
Partner,
Keebler and Associates, LLP