Analyze Tax Issues and Protect Your Clients’ Wealth

Secure your clients’ accumulated wealth in today’s estate tax environment. Get an expert overview of critical concepts, including gifting and trust drafting, and walk away with sample language to use in your practice.

You will be able to:

• Address portability issues
• Spot Generation-Skipping Tax (GST) implications
• Counsel clients on gifting programs that will achieve tax advantages
• Use marital and nonmarital trusts effectively
• Apply the various funding formulas
• Know when the grantor or beneficiary can be a trustee
• Ensure trust funding continues during the life of the grantor