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- Audio Conference DVD's and CD's:
Avoid Being Taxed to Death: Keys to Drafting Trusts with GST
Audio Conference Recording Price: 199.00 -
SUMMARY
The Generation Skipping Transfer Tax was designed to maximize wealth accumulation for your clients. When applied it can result in the wasteful diminution of an estate's assets. With new GST rules in 2010, what are the strategies to properly draft & administer trusts that avoid the Generation Skipping Transfer Tax and maintain your clients' wealth? Join us for this 60-minute audio program where you will discover:
- Keys for Drafting GST for Family Trusts: Exemption Rules & Regulations
- Planning Techniques for the "Qualified Severance" of Trusts for GST Purposes
- How to Avoid GST Pitfalls and "Piling On" of Taxable Assets
- Using the GST Exemption without Making a Taxable Gift
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PROGRAM BENEFITS
This live 60-minute audio conference will provide you and your colleagues with an overview of practical planning techniques for drafting & administering trusts & avoiding the inverse impact of the GST.
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PROGRAM HIGHLIGHTS
- Keys for Applying the Generation Skipping Transfer Tax for Estate Planning
- Qualified Severances for the Generation Skipping Transfer Tax
- Perpetual Trusts: Implementation & Drafting Strategies
- Opportunity Shifting and Grantor Trust Planning
- Strategies for Increasing Client Wealth Accumulation with the GST
- Administering Grandchildrens' Trusts with the 2462(c) Loophole
- Strategies for Coordinating Exemptions for Spouses
- Inter-Vivos Trust Planning to Avoid GST
- Generation Skipping Tax: Pitfalls & Practices for Every Lawyer
- Avoiding the ETIP Trap: What You Need to Be Aware Of
- Strategies to Maximize the Testamentary Use of GST Exemption
- Potential Problems When Modifying Grandfathered Trusts
- Question and Answer Session - Have Your GST Questions Answered!
- Keys for Applying the Generation Skipping Transfer Tax for Estate Planning
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SPEAKER
Jeffrey Radowich is currently a partner with Venable, LLP in Baltimore, Maryland practicing in the areas of Trusts and Estates, and Taxation.
- Mr. Radowich has comprehensive experience in estate planning and administration. His across-the-board capabilities include preparation of wills and trusts; all estate, gift, generation-skipping transfer and charitable giving tax planning issues; IRS audits; life and disability insurance planning; and related corporate, partnership, individual and fiduciary income tax matters.
- Mr. Radowich has also concentrated in recent years in business continuity planning for closely held businesses, assisting the family's senior generation to perpetuate the business into succeeding generations and/or key employees, or to sell the business to outsiders, with a minimum of taxes.
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CLE CREDITS
Continuing Legal Education CLE credit is available for an additional $65 per person in states where teleconferences are accredited
(States currently NOT included: KS, OH) -
PROGRAM MATERIALS
The speaker's PowerPoint presentation slides are included with your audio recording purchase. All materials are accessible through the Internet and can be downloaded as a PDF file.
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PRICING
$199.00 for audio conference recording (CD or DVD) and program materials.
This is an outstanding program and therefore we offer purchasers a Money Back Guarantee. We are so confident that you will find the conference valuable that we offer a 100% money back guarantee from now until 30 days after the audio recording is shipped, making this a risk-free investment. Audio recordings will be received approximately three weeks after the live conference.
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