Register Online - Add to Cart


Sponsored by Lorman Education
Product ID: 403970EAU
Credit & Course Provided by:

Drafting Tips for Tax Reduction

OnDemand Webinar (93 minutes)

Learn more ways to help your clients with the changes specific to estate and GST tax exemptions.Among the sweeping changes brought about by the new tax law, the doubling of the estate and generation-skipping transfer tax exemptions is among the most significant for estate planning practitioners. Although the changes are temporary, they provide tremendous planning opportunities. The changes also turn traditional estate planning on its head, to a large degree, since even fewer estates will now be taxable. During this program we will explore, learn and understand the changes under tax reform that are relevant from an estate planning perspective, as well as planning opportunities for various levels of estate values.


Joshua R. Driskell, Primuth & Driskell, LLP Vanessa M. Terzian, Terzian Law Partners, APC


Current State of the Estate Tax and Trust Income Taxation

• Exclusion Amounts

• Inflation Adjustments

• Trust Tax Rates

Drafting and Planning Opportunities

• Portability

• QTIP and Qtiping With Portability

• New Focus of Planning

Future of Estate, Tax and Wealth Planning

• High Basis Planning

• Flexibility in Planning

• Future of Life Insurance