Gifting Opportunities in 2012 — Before It's Too Late!
Leveraging the 2012 Tax Exemptions Through FLPs, FLLCs and GRATs, and Gifting Other Equity Interests, Life Insurance and Real Estate
Recording of a 90-minute CLE webinar/teleconference with Q&A
Conducted on Thursday, September 6, 2012
Recorded event now available
This CLE webinar will identify and outline 2012 tax planning opportunities: wealth transfer strategies related to closely owned family businesses, real estate, privately held stock and related assets, and using life insurance, FLPs, FLLCs, GRATs and dynasty trusts to achieve estate, gift and generation-skipping transfer tax savings.
Description
The opportunities to achieve tax savings are scheduled to significantly change to the private client’s detriment in 2013. Implementing tax-planning strategies now to take advantage of these opportunities prior to 2013 could be very advantageous.
Counsel should review their client’s current estate tax exposure and address assets that may be gifted through various methods and structures to maximize the highest levels of gift and generation-skipping tax exemptions ever available to private clients to achieve beneficial tax and non-tax results.
Listen as our authoritative panel of estate planning attorneys discusses best practices for maximizing wealth transfer for clients through gifting techniques in 2012, identifying methods in which various assets can be gifted, and leveraging protected structures through which wealth can be transferred.
Outline
- Basic gift, estate and generation-skipping tax opportunities
- In 2012
- Beyond 2012
- Potential gifting options related to the following assets:
- Closely owned family businesses and other private equity interests
- Publically traded stock
- Real estate
- Life insurance
- Potential gifting structures
- Grantor/non-grantor dynasty trusts
- FLP/FLLC
- GRATS
- QPRTS
- Gift tax return/reporting
- Identifying the proper reporting steps for a gift
Benefits
The panel will review these and other key questions:
- What gifting opportunities should be considered for the remainder of 2012?
- What factors should be considered when determining whether to use FLPs, FLLCs or other structures for wealth transfer with the aim of achieving tax savings?
- Why is the gift tax return potentially the most important part of the wealth transfer process?
Faculty
Michael A. Passananti, Principal
Duggan Bertsch, Chicago
His comprehensive estate planning practice includes trusts and estate planning, family wealth transfer planning, business succession planning, asset protection planning, charitable giving, and corporate/business structuring. He is a published author and speaker on estate planning topics.
Scott A. Sissel, Partner
Duggan Bertsch, Chicago
His focus is on sophisticated tax and estate planning matters. His experiences range from addressing routine estate planning matters to the most complex estate tax and asset protection considerations, including family limited partnerships, charitable trusts, grantor retained annuity trusts, sales to grantor trusts, private annuities, domestic asset protection trusts, and other irrevocable trusts.
Ordering
Online CLE - Audio Recording
Includes streaming audio of full program plus handouts (available 24 hours after live program).
CLE:
Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*.
Pre-approved for self-study credit in: AK, AZ, MO, MT, TX*, VT, WA.
Upon request, also available in: CO, CT*, FL, GA, ID, KY, LA*, ME, NC, ND, NE, NH, NM, NV, OR*, SC, TN, UT, WI, WY. If you are applying for credit in one of these states, make sure to select those states when placing your order.
(*Indicates that Strafford must report attendance.)
Online CLE Audio $147.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, HI, MO, MT, NY, TX*, VT, WA, WV. Upon request, self-study credit is also available in: CO, FL, GA, ID*, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com. (*Indicates that Strafford needs to process the CLE — see below to purchase this option.)
Webinar Download (Slide Presentation with Audio) $147.00
Available three business days after the live event
DVD (Slide Presentation with Audio) $147.00
plus $9.45 S&H
Available ten business days after the live event
MP3 Download (Audio with Slide PDFs) $147.00
Available 24 hours after the live event
CD (Audio with Slide PDFs) $147.00
plus $9.45 S&H
Available ten business days after the live event
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CLE Credit
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Customer Reviews
The seminar was very informative and easy to understand.
Amy Allison
Anderson Hunter Law Firm
I thought the information provided was great.
Erika Gamiz
Law Offices of Marcia L Kraft
The program was well organized and discussed the major issues.
Roxy Hammett
Wolff & Samson
The webinar offered excellent insight into some specific areas.
Beth Ann R. Lawson
Virginia Beach Law Group
Better than I expected. Well done on both subject matter and production quality.
Jeff Simpson
Gordon, Fournaris & Mammarella
Estate Planning Advisory Board
Partner
Annino & Ligon
Consultant, Speaker and Author
Napa, CA
Partner
McArthur Franklin
Partner and Practice Group Leader - Tax
Waller Lansden Dortch & Davis
Partner
Schiff Hardin
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