ESTATE PLANNING FOR ESTATES 10 MILLION AND LESS, ALL THINGS TAXES FROM JOINT REVOCABLE TRUSTS TO IRREVOCABLE INCOME ONLY TRUSTS

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Discussion Leader: Todd E. Lutsky, Esq., LL.M - Cushing & Dolan, PC
Date/Time: Sep 29, 2023
1:00 pm - 4:30 pm
Location: Zoom Live Video Conference

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Details:

The seminar will discuss estate tax and gift tax planning using Joint Revocable trust and Irrevocable income only trusts.  Topics to be discussed include:

  • How to shelter assets for estates with large IRAs
  • How to draft remainder shares and QTIP shares to shelter estate taxes
  • How to get a step up in basis
  • How to use the claw back rule
  • How portability operates
  • How to protect assets from nursing homes by using testamentary trusts to shelter assets for estate taxes
  • How the sale of a home from the trust operates if there is a life estate
  • How to prepare form 1041 tax return for Irrevocable Trusts
Workforce Training Express Fund Course #1147786  Apply for a maximum 100% reimbursement: Express Program – Workforce Training Fund

Registration Form: 2023 Fall Registration Form.1
CPE Credit Hours: 4