Advanced Portability Strategies in Estate Planning: Navigating Asset Composition, Decoupling, GST Exemption Issues and More
|Date / Time:
|| Audio Conference|
This webinar will provide estate planning counsel with guidance on avoiding pitfalls in portability planning. Attendees will learn planning techniques to navigate asset composition, decoupling, GST exemption issues and more.
Two years ago ATRA established portability as a permanent strategy. However, experiences since ATRA demonstrate that counsel must be able to effectively navigate the nuances and pitfalls of portability and correctly implement its uses in an overall estate plan.
Counsel will learn strategies to handle portability in traditional and in the blended and non-traditional family context. Additionally, estate planning attorneys must implement strategies to account for when combined assets do not exceed $10.68 million, balancing use of the applicable exclusion, basis step-up, and income tax issues with trusts.
Decoupling also requires strategies to manage that careful balance for portability planning when a testator is domiciled in a decoupled state. Our panel will analyze and describe techniques for counsel to adequately balance these interests and effectively implement a client's estate plan.
Listen as our experienced panel explores and provides best practices for handling the nuances and pitfalls of relying on portability. Attendees will learn how to integrate portability within the estate plan, specifically taking into consideration blended family, asset composition, decoupling, GST and income tax issues.
- Blended family considerations
- Asset composition
- Decoupled vs. non-decoupled states
- GST tax exemption considerations
- Income tax issues with trusts
The panel will review these and other key questions:
- What considerations must be made when integrating portability within a blended family structure?
- How does decoupling affect the use of portability? What strategies must be implemented when a decedent is domiciled in a decoupled state?
- What strategies must be implemented to leverage the benefits of the GST exemption in a portability environment?
- How must you balance the use of the applicable exclusion amount and basis step-up within the context of portability?
Handout materials and the phone number for live presentations are made available to you 1 day prior to the event via email from the presenter. Copies of the presentations are included with recorded versions.
If you order a recorded version of the webinar, CD's will be mailed out approximately 10 days after the live event. Shipping is included in the price of recorded versions.
Cannot Attend The Live Presentation?
This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.
|About Webcasts / Audio Conferences / Podcasts:|
Webcasts, audio conferences, and podcasts are presentations that you
attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.
versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without
any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back
at work immediately after the session ends!
And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous
times and to share it with others in your office.
Handout materials and the phone number for live presentations are made available to you prior to the event via email from the
presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.
|About The Provider:
||Strafford Publications, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting their website.
Strafford webinars and teleconferences offer an excellent opportunity to train your entire staff—with no lost travel time or expenses. They are extremely cost-effective—allowing an unlimited number of people at your location to listen from a single line at no additional charge.
Each live seminar features presentations by a panel of nationally recognized authorities, followed by an interactive Q&A session. Presentation materials can be viewed online or printed out. Audio can be accessed via the web or a telephone.
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