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Teleconference

Generation Skipping Transfer Tax: Planning Opportunities and Mistakes


Total Credits: 1 including 1 Alabama CLE Credit

Average Rating:
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Categories:
Probate & Estate Planning
Original Program Date:
Jul 03, 2025
License:
Never Expires.


Description

This session provides a deep dive into the intricacies of the generation skipping transfer tax (GSTT), focusing on strategies to maximize tax efficiency while avoiding common planning mistakes. From understanding the core principles of GSTT to leveraging exemptions and trusts, this program offers tools to navigate the complexities of wealth transfer planning. Whether you're advising high-net-worth clients or managing family trusts, this session will provide actionable guidance.

Schedule:

  • An overview of GSTT rules, exemptions, and exclusions.
  • Strategic use of trusts to minimize GSTT liability.
  • Common drafting mistakes and how to avoid them.
  • Recent regulatory developments and their implications.
  • Practical examples of GSTT planning in action.

Handouts