A summary of typical estate planning conversations followed by a survey of advanced estate planning techniques including estate tax exemptions, portability, charitable gifting, and discounting techniques. Learn the ins and outs of capital gains and income tax strategies as well as the alphabet soup, e.g., Charitable Remainder Trusts (CRT), Charitable Lead Trusts (CLT), Qualified Personal Residence Trusts (QPRT), Grantor Retained Annuity Trusts (GRAT), Family Limited Partnerships (FLP), and Liquid Asset Protection Trusts (LAPT). Gain knowledge of how life insurance can play an important role in these advanced plans.
The Alphabet Soup of Integrated Tax, Estate, Asset Protection, and Charitable Planning for Business Owners; presented by Joe Strazzeri, Esq. and Alexis Bastedo, Esq.