Advanced Estate Planning: Practical Strategies for Your Clients

Help your top clients protect their estate’s assets from the new 35% estate tax as provided by the 2010 Tax Relief Act. With the current two year window in the estate and gift laws, consider the impact of alternative tax provisions. Once your client has accumulated wealth, varying techniques utilizing wills, foundations, and trusts can be employed to minimize or completely eliminate transfer taxes and even generate current tax deductions.  This course will show you how to employ these planning devices to help your clients meet their family planning and charitable contribution goals. 

Objectives:

• Grasp various types of trusts and life insurance that may be used in an effective estate plan
• Utilize credits and deductions in the 2010 Tax Relief Act to reduce estate and gift taxes for years before 2013
• Minimize estate and gift transfer taxes by advising your clients on planning techniques and opportunities
• Consider the latest developments surrounding elimination of estate taxes in 2010 and alternative treatments for that year

Prerequisite:  Basic knowledge of estate and gift taxation

Advanced Preparation:  None