Grantor Retained Annuity Trusts (GRATs)

Asset protection planning can benefit a wide range of clients, particularly those with significant assets. High-risk professions such as physicians, surgeons, lawyers, accountants, real estate developers, business owners, and corporate executives often require robust asset protection strategies. With increasing accumulation of wealth comes increasing concern about losing that wealth. As a result, the emphasis on asset protection has increased over the past twenty years. Originally presented as part of Advanced Asset Protection Planning.

This course explores estate tax planning considerations when advising clients on how to structure estate plans to maximize tax planning efficiencies. Learn to navigate the maze of estate tax planning at the federal and state level with modified funding formulas, annual gifting and lifetime gifting.

The do’s and don’ts of trust drafting . . . including uses of powers of appointment, spendthrift clauses, and jurisdictional provisions . . . with forms. Originally presented as part of Advanced Asset Protection Planning.