Overview:
If you have estate planning clients, you must be aware that the current estate tax laws are in a state of flux and the law has recently changed. This targeted seminar gives you the tools to handle estate planning challenges and provides you with:
- Sophisticated estate planning techniques used by experts to minimize estate and gift taxes
- Methods for avoiding common mistakes the IRC doesn't mention
- Checklists, practice aids and samples of relevant documents to help you perform estate planning professionally
Objective:
To guide CPAs and tax practitioners through complex estate planning issues and strategies designed to maximize tax-saving opportunities. The seminar provides you with proven tools and techniques for reducing estate and gift taxes to the lowest amount allowable under the law.
Emphasis:
- Brief review of estate and gift tax law
- Planning techniques to handle the latest IRS regulations
- Marital deduction trusts
- Irrevocable life insurance trusts
- Annual exclusion giving
- Charitable trust giving
- Estate freezes
- Buy/sell agreements.
- Family limited partnerships
- Marketing estate planning services
