EST25101. Basic estate planning techniques- SLAT, GRAT, dynasty trust, IDGT, ILIT, QPRT

Basic Estate Planning Techniques The estate tax may seem simple on its face, but there’s much complexity under the surface. This is because the estate tax applies to transfers with detailed state property law considerations and to assets with varied financial structures. To properly comply with and plan for the tax, a strong understanding of law, finance and accounting is critical. There is also an entire vocabulary to master. This introductory overview course will prime attendees to learn more about the estate tax by explaining the critical aspects of common planning techniques.

Learning Objectives:

• Understand the basics of common estate planning techniques.
• Take home a mathematical framework to help clients structure plans.
• Become collegially conversant in estate tax jargon.
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