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Advanced Estate Planning (4163044B)
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Focusing on advanced estate tax planning, this course will cover choosing portability vs. an A-B trust, lifetime gifting, successful family limited partnership structures, intentionally defective grantor trusts, self-cancelling installment notes, grantor retained annuity trusts, qualified personal residence trusts, life insurance trusts and estate planning for international clients.

 Export to Your Calendar 1/10/2017
When: 12:00 pm - 2:00 pm
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is available until: 1/9/2017
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Acronym AESP
CPE 2
Category
Tax
Level Advanced
Vendor CalCPA
Who should attend Accountants, business managers and CFOs.
Prerequisite
Completion of prior courses on estate tax planning and experience working on estate tax minimization projects.
Fees: Early Bird
Standard
Member N/A
$60
Non-Member: N/A
$94

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description:
Focusing on advanced estate tax planning, this course will cover choosing portability vs. an A-B trust, lifetime gifting, successful family limited partnership structures, intentionally defective grantor trusts, self-cancelling installment notes, grantor retained annuity trusts, qualified personal residence trusts, life insurance trusts and estate planning for international clients.

Major Topics:

  • Estate tax portability
  • Marital deduction planning
  • Lifetime gifting
  • FLPs
  • IDGTs
  • SCINs
  • GRATs
  • QPRTs
  • International estate planning

Objectives:

  • Identify sophisticated estate tax planning structures.
  • Determine how and when to use specific estate tax planning techniques.

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