Estate Planning Opportunities in an Uncertain Environment

Training Provided by Lorman Education Services nMotivate the reluctant client; freeze the estate value to reduce the estate tax load. How many of us have clients waiting on the sidelines to decide what to do after experiencing 2008? The uncertain times and uncertain market have actually created the perfect time to use some of the advanced planning tools in the estate planner's arsenal. Depressed values for good assets open up the opportunity to leverage our clients' assets to achieve bigger results down the road than we thought possible. In this teleconference, you'll find out what techniques you can use with clients now in the current state of the economy and tax law situation.

Estate Planning Opportunities in an Uncertain Environment Agenda

1. Brief Overview of the First Quarter of 2009
1. Economic Situation
2. Political Situation
3. Increased Exemption for 2009
2. The Intentional Defective Grantor Trust
1. Sale of Assets With Depressed Value
2. Compare: QPRT to Sale to IDGT
3. Sale With SCIN
3. Our Old Standby - Annual Gifting
1. Reduced Value of the Asset Currently
2. Expected to Grow in the Future as Economy Improves
3. Decoupled Gift and Estate Tax
4. Charitable Planning
1. CLAT
2. CRUT
5. Family Loans
1. Help Family Members
2. Protect the Principal
3. Earn Higher Rates Than a CD
6. GRAT Planning
1. Reduced Interest Rate Environment
2. Stock Market Effect
7. Business Succession
1. Buy-Sell Agreement Review
2. Valuation
3. Estate Equalization Among Children (Active in Business and Not Active)
8. Life Insurance Planning
1. Reduced Interest Rate Environment
2. Stock Market Effect
3. Time For a Comprehensive Review of Pre-2003 Polices

About The Training Provider: Lorman Education Services

More Estate Training from Lorman Education Services

• Accounting for Estates and Trusts
• Asset Protection Planning and Techniques: Safeguard Your Retirement and Other Assets
• Basics of Trust Administration
• Convergence of Estate Planning, Trust Administration and Financial Advice
• Current Issues in Revocable Living Trusts
• Drafting Trusts in Estate Planning
• Estate and Gift Tax Audits
• Estate Planning for Vacation Homes
• Form 706: Estate Tax Return Fundamentals
• Managing Risk and Investments for Trustees and Other Fiduciaries
• Medicaid and Elder Law: Representing Clients in a New Legal Landscape
• Special Needs Trusts: Planning for the Disabled and Elderly
• Tax and Estate Planning for Clients Relocating to Florida
• Tax Implications of Generation-Skipping Techniques - Planning to Minimize the Generation-Skipping Transfer (GST) Tax
• The 8 Greatest Estate Planning Techniques
• The Rules of Trust Administration
• Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client
• Valuation for Gift and Estate Tax Purposes in a Troubled Economy