Gain valuable insight and understand solutions to wealth transfer taxation among beneficiaries to better advise your clients.
There are a surprising number of inadvertent transfers between beneficiaries of commonly used trusts. This results in the loss of estate tax exemption status or imposition of gift estate or generation tax. When these taxes are not planned for, the result can be anything from embarrassing to devastating for the practitioner. The intention of this topic is to assist you in avoiding these errors in drafting and advising beneficiaries of trusts, and help to aid trustees in understanding the underlying issues and present practical solutions for both drafters and trustees to avoid these common problems.
Agenda
Faculty
Kevin D. Quinn, J.D.
Legacy Counsellors, P.C.
- Founder and president of Legacy Counsellors, P.C., an estate and business planning law firm, serving successful individuals and families throughout the country
- AVVO, superb rating
- Member of the Wealth Counsel and Elder Counsel
- Accomplished estate and wealth strategies planner
- Founder and instructor of Wealth Strategies Institute, LLC, a professional education institute which provides continuing education to Certified Public Accountants, Certified Financial Planners, attorneys, development officers and insurance professionals
- Frequent speaker and has written and collaborated on numerous publications including Generations, Strictly Business, and Giving
- Has successfully implemented the strategies presented in numerous jurisdictions for 20 years
- Graduate of the Esperti Peterson Master’s Program
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