Learn techniques to help your clients avoid generation skipping taxes.
When working with clients on estate and family wealth transfer planning, estate planners commonly use standard testamentary GST planning. The client does not wish to use substantial amounts of GST exemption during their lifetime but wishes to effectively and efficiently use both the GST exemption of the wealthy spouse and GST exemption of the non-wealthy spouse upon their death. This is a very common pattern for the moderately wealthy client. This video reviews this planning technique and also discusses dynasty, perpetual, Section 2642(c), and irrevocable life insurance trusts.
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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