Bloomberg BNA Estate Planning Webinar Outlines Favorite 2012 Planning Ideas - The Leveraged GRAT and the Remainder Purchase Marital Trust
ARLINGTON, Va., March 26, 2012 /PRNewswire-USNewswire/ -- The current federal estate and gift tax laws have created an unprecedented opportunity for clients to engage in significant transfers of wealth without incurring gift taxes. Clients and their advisors can choose from myriad planning vehicles to transfer wealth before the current favorable federal estate and gift tax laws are scheduled to sunset on January 1, 2013.
(Logo: http://photos.prnewswire.com/prnh/20120110/DC33627LOGO)
Join Stacy Eastland and Alan Gassman on Tuesday, March 27, 2012 in a Bloomberg BNA webinar on Planning Ideas in 2012 to learn about two of Mr. Eastland's favorite estate planning vehicles that can be used to not only transfer significant wealth to future generations, but to also provide flexibility to address the client's consumption needs and possible changes in future circumstances: the Leveraged Grantor Retained Annuity Trust and the Remainder Purchase Marital ("RPM") Trust.
During the 90 minute presentation, Mr. Eastland will describe these two estate planning strategies, and how they can be extremely effective to transfer wealth, to address client needs and to provide flexibility, and Mr. Gassman will pose questions often asked by clients and practitioners with respect to this type of planning.
Discussion will also include coverage of the following topics:
- The basics of the Leveraged Grantor Retained Annuity Trust and the Remainder Purchase Marital Trust;
- How these strategies work to reduce estate and gift tax exposure;
- Specialized language to enhance results using these strategies;
- Risks to consider, and the situations for which these strategies are best suited;
- Alternative strategies to consider; and
- How basic and intermediate estate tax planning laws affect these techniques and other alternatives.
Mr. Eastland will provide outline materials and power points. The speakers encourage attendees to provide questions. Mr. Gassman's partners, Christopher J. Denicolo and Kenneth J. Crotty, will also join the presentation to ask questions.
- Understand the techniques described above, and the associated estate tax and estate planning rules and practical considerations.
- Review pertinent recent estate tax planning cases and IRS Rulings, and discuss the evolution and possible direction of the law affecting these strategies.
- Understand the various alternatives for making best use of the temporary $5,120,000 gift tax exemption.
- Become conversant with the primary rules, opportunities and limitations with respect to trust and wealth protection choices.
- Evaluate potential jurisdictions in which to situs trusts, and the advantages of particular jurisdictions.
- Understand the important considerations to address when drafting irrevocable trusts to receive large gifts in 2012, and the primary kinds of irrevocable trusts used for gifting and family wealth preservation.
- Learn how the current estate tax law presents new opportunities for irrevocable trusts and other estate planning vehicles.
Stacy Eastland: Two of My Favorite 2012 Planning Ideas – The Leveraged GRAT and the Remainder Purchase Marital Trust takes place March 27, 2012 from 3:30 p.m. – 5:00 p.m., (ET). To register for this webinar and obtain further information about CLE and CPE credits, go to http://www.bna.com/stacy-eastland-two-w12884908261/?utm_source=newswire&utm_medium=PR&utm_content=TM&utm_campaign=Webinar-03272012 or (in the U.S.) call 800.372.1033, menu Option 6, then Option 1. The per site fee is just $249.
To receive automatic, email notification of upcoming BNA webinars that may be of interest to you, go to: http://www.bna.com/emailsignup.htm
About Bloomberg BNA Webinars
Bloomberg BNA is the foremost source of tax and accounting research, news, practice tools, and guidance for tax attorneys, CPAs, corporate tax managers, estate planners, and financial accountants. Designed for today's busy practitioners, our webinars offer the same expertise and relevance that are the hallmark of all Bloomberg BNA resources. In just 60-90 minutes, practitioners gain in-depth knowledge on a current tax or accounting topic from experts in that area — and benefit from practical applications that can be put to work immediately. Conference attendees have the opportunity to ask the speakers questions, and may be eligible to earn CLE or CPE credits — all from the convenience of their own office or conference room.
About Bloomberg BNA
Bloomberg BNA, a wholly-owned subsidiary of Bloomberg, is a leading source of legal, regulatory, and business information for professionals. Its network of more than 2,500 reporters, correspondents, and leading practitioners delivers expert analysis, news, practice tools, and guidance - the information that matters most to professionals. Bloomberg BNA's authoritative coverage spans the full range of legal practice areas, including tax & accounting, labor & employment, intellectual property, banking & securities, employee benefits, health care, privacy & data security, human resources, and environment, health & safety.
SOURCE Bloomberg BNA
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article