Income Tax and Basis Strategies that Get Results
Higher income tax rates and the tax on net investment income have turned clients’ attention away from estate tax planning and toward reducing potential taxes on their capital gains. Learn how to reduce capital gains taxes through proper planning, utilizing the Optimal Basis Increase Trust (OBIT). Join leading expert Edwin P. Morrow in this perfect companion to the Probate and Estate Planning Institute.
Benefits of Attending:
- Draft formula testamentary powers of appointment to achieve a second step up
- Ensure asset protection and access for the settlor’s family
- Convert existing B trusts and irrevocable trusts to the OBIT
- Safeguard upstream planning trusts against beneficiary insolvency or Medicaid payback