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    Jun

    Income and Transfer Tax Planning Group

    2 PM EDT

    GST Issues, Remedies, and Planning Opportunities

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    Our panel will review common scenarios where there may be GST allocation issues  leading to trusts that are partially GST exempt or not exempt at all. We will  then discuss various options for remedying these problems, including late  allocations and 9100 relief.  Finally, we'll cover some prospective  planning opportunities, with a particular focus on how to use remaining GST  exemption as we approach the TCJA sunset.

    Speakers: Abbie M.B. Everist,  Managing Director, Private Client Services at BDO USA; Jeremy Mertens, Tax  Managing Director - Private Client Services at BDO USA; Harry (Ha) Dao,  McDermott Will & Emery.

    The content of this program does not meet requirements for continuing legal education (CLE) accreditation. You will not receive CLE credit for participating.

    Event Details

    Duration

    60

    Format

    Webinar

    Date

    Jun 12, 2024

    2024-06-12T14:00:00-04:00 2024-06-12T15:00:00-04:00 Income and Transfer Tax Planning Group

    GST Issues, Remedies, and Planning Opportunities

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