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- Audio Conference Tapes and CD's:
Dynasty Trusts in 2010: Multi-Generational Tax & Estate Planning Techniques
Audio Conference Recording Price: 199.00 (U.S. Dollars) -
SUMMARY
Using Dynasty Trusts as a multi-generational estate planning tool can save your client enormously on estate taxes. With the ever-changing climate of estate & gift tax exemptions, now is a better time than ever to secure your clients’ assets for the long-term interest of their children and grandchildren. Join us for this 60-minute audio program where you will discover:
- Changes to the Estate Tax: How they Impact Planning with Dynasty Trusts
- Techniques for Planning & Drafting the Dynasty Trust
- What are the Generation Skipping Transfer Tax Exemptions?
- How Long Can a Dynasty Trust & Specific Opportunities Last?
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PROGRAM BENEFITS
This live 60-minute audio conference will equip you with the knowledge to maximize your use of the GST & Estate Tax when planning with Dynasty Trusts.
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PROGRAM HIGHLIGHTS
- Dynasty Trusts: Multi-Generation Estate Planning Essentials
- Keys for advising clients under Estate & GST uncertainty
- How long may the dynasty last-and how to terminate it
- GST Tax Exemptions and funding of the Dynasty Trust
- What are the Generation-Skipping Transfer Tax Considerations?
- Understanding the Rule Against Perpetuities
- Using leverage to accelerate the Dynasty Trust advantage
- How to take advantage of the loopholes in the GST
- Planning & Drafting Dynasty Trusts for Multi-Generational Savings
- Planning opportunities based on updated estate tax rules
- Inter Vivos vs. Testamentary-what you must know
- Keys for selecting the dynasty trust’s jurisdiction
- Question and Answer Session – Have Your Dynasty Trust Questions Answered!
- Dynasty Trusts: Multi-Generation Estate Planning Essentials
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SPEAKER
Steven G. Siegel is president of The Siegel Group, a Morristown, New Jersey - based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School and an LLM in Taxation from New York University.
- Mr. Siegel has lectured extensively throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including National Law Foundation, AICPA, CCH, National Tax Institute, PESI, National Society of Accountants, State CPA Societies, and many others. He has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
- The Siegel Group provides consulting services to accountants, attorneys, financial planners and life insurance professionals to assist them with the tax, estate and business planning and compliance issues confronting their clients. Based in Morristown, New Jersey, the Group has provided services throughout the United States. The Siegel Group does not sell any products. It is an entirely fee-based organization.
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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 audiotape) 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. If you should have any concerns, comments, or refund requests with this conference, please contact our customer service representatives at 800-964-6033. Audio recordings will be received approximately three weeks after the live conference.
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