Generation-Skipping Tax Considerations
Planning and drafting techniques
- Product Number: 2250072RB2
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CLE Credits, earn up to:
2 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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Product Description
Product Description
The GST tax is one of the three federal transfer taxes that are the cornerstones of estate planning. While a command of its primary functions, the how’s, the why’s, and the when’s, is essential for any estate planning practitioner, GST can be elusive, and known to be the bane of many a practitioner’s existence; you either love it or you don’t.
This new program focuses on the fundamentals of the tax itself, how to draft when GST planning is, or may be, a primary focus, and how not to draft, all while highlighting tips, tricks, and traps for the unwary and exploring planning techniques to achieve the best GST planning results for your clients.
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Agenda
Agenda & Materials
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12:00 - 12:35 pm
Fundamentals, Basic Rules and Definitions
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
Kelly A. Aylward, Esq., Goulston & Storrs, PC , Boston
John H. Ramsey, Esq., Goulston & Storrs, PC , Boston
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12:35 - 1:10 pm
Drafting Tips, Tricks, and Traps
John H. Ramsey, Esq., Goulston & Storrs, PC , Boston
Kelly A. Aylward, Esq., Goulston & Storrs, PC , Boston
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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1:10 - 1:45 pm
Planning Concepts, Techniques & Administering the Trust
Kelly A. Aylward, Esq., Goulston & Storrs, PC , Boston
John H. Ramsey, Esq., Goulston & Storrs, PC , Boston
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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1:45 - 2:00 pm
“Ask the Experts” Q&A Session
Panel
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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