Webinar (CA): Estate Planning Strategies Using Irrevocable Trusts

Description

As we enter the President Biden era of tax and estate planning, one of our clients’ first concerns will be the possible reduction of the $11.7 million transfer tax exclusion to a lower amount. To take advantage of the currently high exclusion and freeze their estates, many advisers will turn to irrevocable trusts. This course will analyze the advantages and disadvantages of using a wide variety of trusts, such as spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), charitable remainder trusts (CRATs and CRUTs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts.

Learning Objectives

• Review the changing estate and trust planning environment • Summarize the gift, estate, and income tax treatment of irrevocable trusts
• Dive deep into the benefits of advanced trust planning

Major Topics

• President Biden’s campaign promises and historical positions on estate planning
• The gift, estate, and income tax treatment of irrevocable trusts
• The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), charitable remainder trusts (CRATs and CRUTs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts

Provider
California CPA Education Foundation
Course Level
Advanced
CPE Field of Study
Specialized Knowledge
4
Who Should Attend

CPAs, attorneys, CFPs, trust officers, and other financial professionals

Instructor(s)
J. Randy Gardner
Prerequisites

Basic knowledge of the taxation of estates, gifts, and trusts

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Jun 8, 2021
9:00 am - 12:30 pm MDT
Location
Webinar
Total CPE Credits
4
Format
Webinar

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$149.00

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$199.00
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Webinar (CA): Estate Planning Strategies Using Irrevocable Trusts


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