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GST Tax From A to Z (4151271C)
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"Learn the intricacies of the generation-skipping transfer tax, a complex and often counterintuitive law, and review how to recognize your clients' GST planning opportunities. Gain practical, in-depth knowledge of GST tax compliance and trust administration issues; understand how to complete all tax forms related to the GST tax; and explore advanced planning and compliance techniques with life insurance trusts. We will also discuss how to integrate the 2012 Tax Act into estate planning and retur

10/20/2015
When: 10/20/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Keith Schiller, Esq.
Contact: April Deneault
801-834-6634


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Learn the intricacies of the generation-skipping transfer tax, a complex and often counterintuitive law, and review how to recognize your clients' GST planning opportunities. Gain practical, in-depth knowledge of GST tax compliance and trust administration issues; understand how to complete all tax forms related to the GST tax; and explore advanced planning and compliance techniques with life insurance trusts. We will also discuss how to integrate the 2012 Tax Act into estate planning and return preparation, and learn other GST planning opportunities.


Objectives:

 
    Recognize GST law: GST events, special terms, recognition of issues and tax compliance with GST tax forms.
    Identify case examples, ranging from simple GST situations to complex applications and compliance issues.
    Identify how to maximize the benefit of the inflation-adjusted GST exemption.
    Determine how to work with clients and returns after the 2012 Tax Act.
    Identify sample trust provisions to avoid GST problems.

  
     

Major Subjects:


    Events that trigger GST tax
    Allocation rules for GST exemption
    GST on Form 709: allocation of exemption (current, late and protective elections)
    Completion of Schedule R to Form 706, Forms 706GS(D) and 706GS(T)
    Reverse QTIP elections and portability elections
    GST issues with life insurance trusts and advanced planning
    Crummey trusts
    GST issues with subtrust funding and administration on death of first spouse
    Life insurance planning

     

Designed For:

Practitioners who want an in-depth review and practical application of GST tax law and compliance.

Prerequisite:  Prior experience with trusts and estate planning principles.

Advanced Prep:  None

Speaker:   Keith Schiller, Esq.

Vendor: CalCPA

Field of Study:  Taxes

Level:  Intermediate

CPE Credit: 8 Hours

Acronym:      GSTEP

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

  Keith Schiller, JD, is a shareholder and attorney with Schiller Law Group. Mr. Schiller is a Certified Specialist in both Taxation Law and Estate Planning. Since 1987, Mr. Schiller has been a frequent lecturer for several courses on trusts and estate planning for the Education Foundation. He received the Foundation's award for Outstanding Course Materials in 2000. He is a member of both the Advisory Committee for the BNA Tax Management Estates Gifts and Trusts Journal and the Advisory Group for the Leimberg Information Services Newsletter.  Mr. Schiller is the author of Estate Planning At The Movies; Art of the Estate Tax Return. The book is a comprehensive text on the preparation of the Form 706, which integrates estate planning and uses motion picture references to aid recollection and communication of technical material and practice pointers.

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