Get expert advice on the most recent estate and gift tax developments including an up-to-the minute status of the federal estate tax. Learn what steps you need to take in 2013 and beyond to create estate plans that work for your clients and to address common pitfalls.
Attend and Learn To:
- Use estate planning techniques to take advantage of current interest rates
- Determine appropriate interest rates for sales, including sales to intentionally defective trusts
- Utilize intermediate and long-term Grantor Retained Annuity Trusts, including rolling GRATs
- Master-defined formula gifts and how to administer interests that have been gifted