Year-End Tax Planning Checklist and Developments - Doing All We Can for the Clients Who Should Have Annual or Semi-Annual Attention
Learn how to create strategies with clients so that their trusts receive the annual or semi-annual attention they require. Attend this webinar for check-the-box coverage of all the items to consider. Practitioners will get a checklist of various points to discuss with clients and tips for how to pinpoint their needs. Discussion items include asset ownership, updating trust provisions, lifetime gifting, creditor protection, and discounted entities.
Educational Objectives:
• Confirm that assets are properly structured
• Update trusteeship and other provisions
• Consider using some of the lifetime gift exclusion, structuring assets properly for better creditor protection
• Use discounted entities to maximize annual exclusion gifting, and additional items
Speakers:
Kenneth J. Crotty - a partner with Gassman Law Associates, PA where he practices in the areas of estate planning, health law, and business law.
Christopher J. Denicolo is a partner with Gassman Law Associates, PA where he also practices in the areas of estate planning, health law, and business law.
FREE!Christopher J. Denicolo is a partner with Gassman Law Associates, PA where he also practices in the areas of estate planning, health law, and business law.
Total Credits: 1.00 unit
Online
October 13, 2016, 9:30 am - 10:30 am PDT
For further information see:
http://www.bna.com/yearend-tax-planning-m57982065308/Note: May require a promotion code
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