Generation-Skipping Trusts in Estate Planning
Crafting Dynasty Trusts for Tax Savings, Providing Income to Future Family Generations and Protection from Creditors
Recording of a 90-minute CLE webinar with Q&A
This CLE course will prepare estate planning attorneys to identify estate planning opportunities associated with generation-skipping trusts. The panel will outline the asset protection and tax savings benefits, how to structure and fund the trust, and identify provisions to consider.
Outline
- Advantages of dynasty trusts
- Structuring dynasty trusts
- Funding options
- Recent strategies
- Sub-S corporations
- Crummey powers
Benefits
The panel will review these and other key questions:
- What assets should be considered to fund a dynasty trust?
- What tax benefits do generation-skipping trusts offer?
- What best practices should counsel consider in drafting dynasty trust provisions?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Faculty
Donna J. Jackson
Atty
Donna J. Jackson & Associates
Ms. Jackson's practice focuses on estate planning, trusts and estates, wills, and probate law. She is a member of... | Read More
Ms. Jackson's practice focuses on estate planning, trusts and estates, wills, and probate law. She is a member of NAELA, Wealth Counsel, Wealth Counsel Advisors Forum, ABA, Oklahoma Bar Association and Oklahoma Society of CPAs.
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Karen L. Brady
Atty
Brady, McFarland & Lord
Her practice focuses on legacy planning, including planning for the succession of estates and businesses and protection... | Read More
Her practice focuses on legacy planning, including planning for the succession of estates and businesses and protection of assets. She also advises small businesses about legal and strategic planning. She is an author and instructor on estate planning issues.
CloseMary A. Akkerman
Partner
Lindquist & Vennum
She practices in the areas of estate planning, wills and trusts, estate and trust litigation, guardianship and... | Read More
She practices in the areas of estate planning, wills and trusts, estate and trust litigation, guardianship and conservatorship litigation, tax litigation, probate, adoptions, prenuptial agreements, antenuptial agreements, and cohabitation agreements. She serves on the S.D. State Bar Law School Committee. She is a member of the Sioux Falls Estate Planning Council and USD Planned Giving Council.
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