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Concurrent Session Onsite and Online

ENG2337. Bet to Live and Bet to Die (EST, PFP)

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.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Advanced
Prerequisites
4-5+ years in the Profession
Advanced Preparation
NA
Session Tags
PFP
EST
CFP