Building Blocks to Eliminate Estate Tax

$25.00

To prevail or thrive?  Unprecedented in our generational cycle, the infrastructure of our communities has been stripped away.  So many of our daily rituals have radically changed.  This decrease in structure has the potential to short-circuit the virtuous cycle of leadership to community to leadership.  Our resilience is tested.  It doesn’t shrink, it expands. Chaos, it turns out, strengthens our resolve.  Joe and Shelley will share how to form Resilience Communities to help entrepreneurs and their teams prevail in uncertain times over three presentations (July 16, Sept 10 & Nov 19) and a total of Six Raise the Gaze™ Exercises.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director

Want a discount? Become a member by becoming a Basic or Premium member.

Description

There are two structures that immediately reduce the estate tax to zero.  One is the lifetime transfer tax exclusion, and the other is a private annuity.  Both structures can be problematic, for example: Which exclusion should you assume will be in effect at death? Will the parent spend all the money received in annuity payments? Can you meet the exhaustion test?  There are other structures that will reduce the estate tax to zero in short order or that generate large discounts such as GRATs, SCIN-GRATs, Family Limited Partnerships, and Generational Split Dollar Life Insurance.  Life insurance, of course, is the ultimate tool to pay the estate tax.  Join Bruce and Owen as they help us think through how thoughtful, comprehensive planning may allow not only large reductions in the tax, and the means to pay the tax, but also the ability to not file an estate tax return, relieving the heirs of the anguish and expense of an estate tax audit.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Bruce Givner, Esq. and Owen Kaye, Esq.