Learn helpful techniques to help your clients when dealing with GST taxes.
Standard testamentary GST planning is used when your client does not wish to use substantial amounts of GST exemption during lifetime, but wishes to effectively and efficiently use both GST exemption of wealthy spouse and GST exemption of non-wealthy spouse on death. This is a very common pattern for the moderately wealthy client. For families who wish to implement GST planning, it is essential not to waste the GST exemption of the less wealthy spouse, some options include outright transfers to less wealthy spouse, using an inter-vivos QTIP trust or making a GST gift during their lifetime. Learn about multiple trust options to best leverage the GST exemption.
Agenda
Faculty
Jennifer A. Pratt
Venable LLP
- Partner in the Baltimore, MD office of Venable LLP
- Assists clients with estate planning, charitable giving, and business continuity planning while minimizing estate, gift and generation-skipping transfer tax exposure
- Experienced in the administration of decedent’s estates and the preparation of wills, trusts, both revocable and irrevocable, durable powers of attorney, advance directives and the incorporation and application for exemption for private foundations
- Assists clients and business owners with business succession planning and documents related to business tax planning
- Also experienced in drafting pre-marital agreements and post-marital agreements
- Can be contacted at 410-528-2883 or [email protected]
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