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 with Q&A
This CLE course 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.
- 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
- Gift tax return/reporting
- Identifying the proper reporting steps for a gift
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?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Michael A. Passananti
His comprehensive estate planning practice includes trusts and estate planning, family wealth transfer planning,... | Read More
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.Close
Scott A. Sissel
His focus is on sophisticated tax and estate planning matters. His experiences range from addressing routine estate... | Read More
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.Close