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The Nuts and Bolts of High End Planning (4152323D)
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"Understanding the basics of advanced estate planning strategies is essential to better advise your clients who have significant wealth and are looking to you to assist them in developing integrated succession plans that addresses their needs. This practical class provides a basic review of the transfer and income laws and the available strategies to minimize these taxes. You will be introduced to topics such as the basic structure of advanced strategies; the provisions in the governing that au

12/14/2015
When: 12/14/2015
9:30 AM - 5:30 PM
Where: Webcast/Webinar
Presenter: David B. Gaw Esq.
Contact: April Deneault
801-834-6634


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Understanding the basics of advanced estate planning strategies is essential to better advise your clients who have significant wealth and are looking to you to assist them in developing integrated succession plans that addresses their needs. This practical class provides a basic review of the transfer and income laws and the available strategies to minimize these taxes.
You will be introduced to topics such as the basic structure of advanced strategies; the provisions in the governing that authorize and regulate these strategies; modeling and tracking spreadsheets; and software options. To illustrate the concepts discussed, you will see a live demonstration of financial planning software, run modeling exercises and review examples of sophisticated estate and business planning scenarios.
Formerly titled: Business Wealth Succession Planning
 

  Objectives:




    Determine client transfer and income tax projections and the need for advanced planning.
    Identify the pros and cons of various strategies.
    Recognize and use different advanced estate planning strategies.
    Calculate and project results for a particular advanced strategies.
    Identify modeling scenarios for individual client needs.
    
  
  
        
   

Major Subjects:

 



    Estate planning changes that impact a client's estate plan
    QPRTs, GRATs, IDGTs and variations of these strategies
    Client presentation preparation
    Tools to monitor and evaluate the process and performance
    Building flexibility into the strategies to respond to a change in circumstances.

                

Designed For:   CPAs, attorneys, investment advisers and fiduciaries.
 

Prerequisite:  An understanding of the basics of transfer and succession planning.

Advanced Prep:  None

Speaker: David B. Gaw Esq.

Vendor: CalCPA

Field of Study:      Taxes

Level:  Intermediate

CPE Credit: 8 Hours

Acronym:  ESTPH

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

David Gaw, Esq., is the co-founder of Gaw Van Male and currently serves as chair of GVM's Estate Planning Department and Wealth Preservation Group and as a member of the Wine Industry Group.   Mr. Gaw is a member of the Executive Committee, Estate Planning, Probate and Trust Law, State Bar of California Board of Legal Specialization. He is a selected international member of the Society of Trust and Estate Practitioners. He also is a certified elder law attorney, National Elder Law Foundation, accredited by the American Bar Association.   Mr. Gaw lectures frequently for the State Bar of California, the Continuing Education of the Bar, the Education Foundation and various private groups throughout California and the nation. He has authored the California Trust Administration (CEB) chapters Administering the Single-Person Trust After Settlor's Death" and "Subtrust Allocation and Funding on the Death of the First Spouse" and the CEB Action Guides "Marital Deduction Subtrust Funding" and "Administering a Single-Person Trust After Settlor's Death.""

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