EST25101. Basic Estate Planning Techniques—SLAT, GRAT, Dynasty Trust, IDGT, ILIT, QPRT

**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY**

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 course will prime attendees to learn more about the estate tax by explaining the critical aspects of common planning techniques.

Learning Objectives:

• Identify the basics of common estate planning techniques.
• Determine a mathematical framework to help clients structure plans.
• Use estate tax jargon in a collegially conversant way.