Jul

    Strategies to Achieve Stepped-Up Basis in Trusts

    12 PM GMT

    With a permanent transfer tax exemption of approximately $11MM for married couples, estate planners have refined their trust agreements to help minimize income taxes by focusing on the basis of assets held in trust.  Nationally acclaimed estate planning professionals have teamed up to discuss some of the latest and greatest techniques that accomplish these goals.  

    Panelists will cover various topics and strategies, including:

    • How trusts can be used to achieve step-up in basis for older beneficiaries on death;
    • Compare and contrast methods to achieve a step-up in basis over low basis assets;
    • Sample clauses illustrating how to implement the step-up in basis techniques; and
    • How low basis assets in the bypass trust can be stepped up in the first to die's estate.
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    Event Details

    Format

    Web

    Date

    Jul 21, 2015

    2015-07-21T12:00:00 2015-07-21T13:30:00 Strategies to Achieve Stepped-Up Basis in Trusts
    With a permanent transfer tax exemption of approximately $11MM for married couples, estate planners have refined their trust agreements to help minimize income taxes by focusing on the basis of assets held in trust.  Nationally acclaimed estate planning professionals have teamed up to discuss some of the latest and greatest techniques that accomplish these goals.  

    Panelists will cover various topics and strategies, including:

    • How trusts can be used to achieve step-up in basis for older beneficiaries on death;
    • Compare and contrast methods to achieve a step-up in basis over low basis assets;
    • Sample clauses illustrating how to implement the step-up in basis techniques; and
    • How low basis assets in the bypass trust can be stepped up in the first to die's estate.

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