Marital Deduction Revocable Trusts: Funding Formulas to Minimize Tax and Maximize Spousal Benefits
Selecting, Structuring, and Applying Pecuniary Marital, Non-Marital and Fractional Share Formulas
Recording of a 90-minute CLE/CPE webinar with Q&A
This CLE course will provide estate planning counsel with best practices for drafting marital deduction funding formulas for revocable trusts, including selecting which formula to apply. The panel will also explain valuation issues and tax implications.
Outline
- Marital deduction funding formulas
- Tax implications
- Valuation issues
- Drafting best practices
Benefits
The panel will review these and other key questions:
- What factors should be considered in determining which marital funding formula to utilize?
- What are the best practices in drafting marital deduction funding formulas?
- What tax implications should counsel consider when selecting a marital deduction funding formula?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Faculty
David M. Grant
Partner
Grant Morris Dodds
Mr. Grant handles the estate planning needs of high net worth individuals and families, and regularly speaks and... | Read More
Mr. Grant handles the estate planning needs of high net worth individuals and families, and regularly speaks and writes on the topics of trusts and estates, taxation, and asset preservation. He was named as one of Nevada’s “Legal Elite” by the Nevada Business Magazine, recognizing him as one of “Southern Nevada’s Top 100 Attorneys,” as well as being named as one of the “Top Lawyers” for Estate Planning by VEGASINC.
CloseMark L. Dodds
Partner
Grant Morris Dodds
Mr. Dodds has considerable experience in the planning and implementation of sophisticated, state-of-the-art estate and... | Read More
Mr. Dodds has considerable experience in the planning and implementation of sophisticated, state-of-the-art estate and asset protection strategies. He speaks frequently to the public, civic groups and professional associations on a wide variety of tax and estate planning subjects. He has authored numerous articles for publication and has served as an expert witness in the area of trust litigation.
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