To see a listing of dates in your area choose a location and press

      

Leader(s):

Prerequisite:

Basic understanding of estate planning.

Preparation:

No advance preparation required.

Level of Knowledge:

Intermediate/advanced.

CPE Credit:

8 Hours.

Other courses related to this topic:

Estate Planning: An Overview
Estate & Fiduciary Tax Returns: A Practical Workshop
Estate Planning Tools & Techniques
regbutton

© 2009
All Rights Reserved
Center for Professional Education
370 Reed Road, Suite 227
Broomall, PA 19008-4098
(610) 328-7086

Family Limited Partnerships: Strategies for Tax Reduction

This practical seminar shows you how to offer your high-net-worth clients the opportunity to reduce the value of their estate, protect their assets and leverage the amount of their estate and gift tax exemptions. Learn how to design and use the family limited partnership with other estate planning vehicles. Topics include: recent court decisions and IRS pronouncements relating to family partnerships... reassessment of real property taxes...use of a partnership in lieu of an insurance trust...tax benefits of transferring family partnership interests to a grantor retained annuity trust...deciding which assets to transfer to a partnership...and others. Receive a questionnaire, forms and checklist for structuring family limited partnerships.


OBJECTIVE:

EMPHASIS: