ICLE | Planning Techniques for the Taxable Estate
Planning Techniques for the Taxable Estate
| CLE: 6.25 | Level: Basic/Intermediate
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan
Probate & Estate Planning Certificate Program Required Seminar

Protect your clients’ accumulated wealth and deal with the ever-challenging estate tax landscape. Learn tax planning techniques, including gifts and trusts, and walk away with sample language to use in your practice.

Learn to:

  • Address portability issues
  • Spot the generation-skipping tax (GST) implications in your planning
  • Advise clients on when to disclaim assets
  • Counsel your clients on a gifting program that will achieve tax advantages
  • Use marital and non-marital trusts effectively
  • Apply the various funding formulas
  • Understand the advantages and limitations of QTIP trust provisions
  • Know when the grantor or a beneficiary can be a trustee
  • Ensure trust funding continues during the life of the grantor
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