Eight Great Estate Planning Techniques Seminar training classes conferences & workshops presented by Lorman Education Seminars register for training on FindaSeminar.com

Home

Add your seminars

Training Calendar Creator Seminar Venues Training Provider Directory
 

New Seminar Search:  

 
find similar training...
Search by state...
Email this event ...

Customer Support


Do you need help finding the right class, date, or location or other assistance?

Request information about upcoming training seminars workshops and conferences in   and other cities listed on FindaSeminar.com Submit a support request and receive a prompt reply.

We guarantee this Lorman Education Seminars training seminar

We are an authorized partner of Lorman Education Seminars

 

Price protection. The price to attend Eight Great Estate Planning Techniques is set by the training providerThere is no added charge for our services.

We honor most training provider coupons
*.   Call  a representative to see if your discount coupon applies.


Privacy. Your personal information won't be shared with anyone but the training provider Lorman Education Seminars.


Security. When you register for this seminar on FindaSeminar.com your personal data and payment information is safely collected and processed using secure SSL encryption technology.

Flexibility. FindaSeminar.com offers you three ways to register for Eight Great Estate Planning Techniques seminar by Lorman Education Seminars.
Register online, by phone, or fax.
Who should attend Eight Great Estate Planning Techniques
Reviews
Write and read Lorman Education Seminars reviews and reviews about the training seminar Eight Great Estate Planning Techniques on the Seminar News Network and the Training News Network.
 

Frequently asked questions and registration options for the training seminar Eight Great Estate Planning Techniques

 
Find Training Near You
Use our clickable map to find training near you
Use Our Clickmap
 
Education and training domain names

Education and training news articles

hotel seminars meeting space directory
hotel meeting space training facilities restaurant and lodging

   
 

 Seminar / Training class dates & locations

 

No seminar dates for this event are currently scheduled.  Please use the seminars search box above or choose one of the following additional training search options to find similar training.

estate+plan training seminars workshops conferences online training

Providers course catalog

Find seminars by state

Find seminars by city

Request on site training

Use Advanced Search

NEW  Don't miss training you want to attend

Receive a personal Training Alert when training you want to attend comes to your area. Create a personal Training Alert now  it's Free and only takes a minute!


 

 
 

 

share this page 

print the agenda print agenda for the Eight Great Estate Planning Techniques seminar

 

 

Training Course Syllabus:


This seminar is designed for accountants, succession and tax attorneys, and financial and estate planners. Learn how to identify and suggest creative solutions to your client’s problems, and more importantly how to avoid costly errors and omissions. The basics will be covered in detail along with selected sophisticated topics, including:

• Advanced Planning With The Irrevocable Life Insurance Trust

• The Zeroed-Out GRAT

• The Sale To A Grantor Trust And Variations

• Advanced Planning With Charitable Remainder Trusts

• Advanced Planning For The Elderly

• Preferred Limited Partnerships

• Planning For Non-Citizen Spouses

• Advanced Planning For Dynasty Trusts

8:30 a.m. - 9:20 a.m.

I. Advanced Planning With The

Irrevocable Life Insurance Trust

A. Single Life vs. Second To Die Insurance

B. Flexibility In Drafting The Trust

C. Use Of Trust Protector Or Independent Party

D. Avoiding The Three Year Rule

E. Family Partnerships As An Alternative

F. The Marital Deduction Failsafe

G. The Spouse As Trustee

H. The Wrap Trust

I. Considerations With Crummy Powers

J. GST Issues And The New Rules On Allocation Of Exemption

9:20 a.m. - 10:00 a.m.

II. The Zeroed-Out GRAT

A. Analysis Of The Walton Case

B. IRS Position

C. Use Of The 120% Rule On GRAT Payments

D. Contingent Spousel In Trusts

E. Drafting The GRAT

F. Result On Death Of The Grantor At Any Time

G. Analysis Of The Benefits And Risks

H. Profile Of Appropriate Client

10:00 a.m. - 10:10 a.m.

Break

10:10 a.m. - 11:15 a.m.

III. The Sale To A Grantor Trust And

Variations

A. Explanation Of The Income And Transfer Tax Benefits

B. “Seed Money” And Loan Guarantees

C. Generation Skipping Tax Issues

D. The Zero Tax Buyout

E. Use With SCINs And Private Annuities

F. Continuation Of The Trust As A Grantor Trust After The Note Term

G. Tax Reimbursement Clauses

H. Grantor Powers

11:15 a.m. - 12:00 p.m.

IV. Advanced Planning With Charitable

Remainder Trusts

A. Examples Of Calculations

B. Inter Vivos vs. Testamentary

C. Use Of The 50%/10% Rules

D. Short Term CRTs

E. Use In Sec. 1374 Situations

F. UBIT And Private Foundation Issues

G. NIMCRUTs

H. Wealth Replacement

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. - 1:45 p.m.

V. Advanced Planning For The Elderly

A. Super Crummy Trusts

B. 3 Year Reversionary And 3 Year Income Retention Trusts

C. Advisability Of Paying Gift Tax

D. Cheap Step Ups In Basis

E. FLPs And The Hackl Case

F. QPRTs For The Very Elderly

1:45 p.m. - 2:30 p.m.

VI. Preferred Limited Partnerships

A. The 10% Rule

B. Compared To Other Freeze Transactions

C. Structuring And Drafting

2:30 p.m. - 2:40 p.m.

Break

2:40 p.m. - 3:20 p.m.

VII. Planning For Non-Citizen Spouses

A. Reduced Lifetime Marital Deduction

B. Qualified Domestic Trusts Rules And Drafting

C. Alternative Structures In “Napoleanic” Jurisdictions

D. Foreign Trust Issues

3:20 p.m. - 4:30 p.m.

VIII. Advanced Planning For Dynasty

Trusts

A. Pitfalls Of The ETIP

B. Reverse QTIP Elections

C. The Power And Pitfalls Of Dynasty Trusts

D. Sales Of Remainder Interests To Avoid The ETIP Issues

E. Drafting Issues

Seminar Summary:

 (see full course description)

print this agenda print agenda for the Eight Great Estate Planning Techniques training seminar

 view dates and locations for this seminar

 

 

     
 

 
     

 

  Also try the advanced seminar search tool

   FindaSeminar HomeComputer Training

unix training
training classes

 © 2002-2014 FindaSeminar.com™ All Rights Reserved.  Terms of Use |  Privacy Policy |  Training News Network

   

Custom Search