This morning I was privileged to host the first ParkBridge Fall webinar on "Generation-Skipping Transfer Tax Tricks and Traps" featuring Bruce D. Steiner, Esq., Of Counsel, Kleinberg Kaplan, Wolff & Cohen, P.C.
You can WATCH the full video here.
Details:
o Topic: Webinar # 1: "Generation-Skipping Transfer Tax Tricks and Traps”
o Date: Thursday, September 19th 2024 @ 8:30am (30 minute program)
o Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management
o Speakers: Bruce D. Steiner, Esq., Of Counsel, Kleinberg Kaplan, Wolff & Cohen, P.C.
o Webinar Description: This program will discuss how to deal with the generation-skipping transfer tax. It will cover:
- Understanding how the GST exemption works.
- Deciding when to allocate GST exemption to insurance and other trusts.
- The automatic allocation rules.
- Choosing between the estate tax and the GST tax.
- Dealing with the lack of portability for the GST exemption.
- Reverse QTIP elections.
- Moving assets down two or more generations at the cost of only one tax.
- Obtaining private letter rulings allowing late allocations and non-allocations of GST exemption and late reverse QTIP elections.
Latest webinar on "Generation-Skipping Transfer Tax Tricks and Traps"
