CANCELLED: Estate Planning- Beyond the Basics (17WL05-14)
Description
The field of estate planning is increasingly complex. Finding
appropriate solutions to a client’s estate issues can involve many
facets of corporate, estate, trust, and securities law. This course
provides the practitioner with a look at some of the more advanced tools
and techniques available to his/her existing estate planning practice.
Learning Objectives
To provide an understanding of advanced tools and techniques applied
in the estate planning process.
Major Topics
All about generation-skipping transfers and their tax implications
How to compute generation-skipping transfer tax
When to use life
insurance as an estate planning tool
Advantages of a life insurance
trust and planning techniques with its use
Various types of life
insurance and features of a policy
Understand the technique of a
private annuity
Where the split-interest purchase of property is a
valuable planning tool
When to use a GRIT, GRAT, GRUT, or QPRT
When
to use a charitable split-interest trust and its requirements
Requirements for, and tax implications of, a charitable deduction
How
gifts of closely held stock can be used to generate a charitable
contribution deduction
