Strategies to Achieve Stepped-Up Basis in Trusts AUDIO DOWNLOAD

    Strategies to Achieve Stepped-Up Basis in Trusts AUDIO DOWNLOAD
    CLE 90 min

    Strategies to Achieve Stepped-Up Basis in Trusts AUDIO DOWNLOAD

    DESCRIPTION:
    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.
    MODERATOR: 
    David J. Slenn, Quarles & Brady LLP, Naples, FL
    SPEAKERS: 
    James G. Blase, Blase & Associates, LLC, Des Peres, MO
    Alan Gassman, Gassman, Crotty & Denicolo, P.A., Clearwater, FL
    David Handler, Kirkland & Ellis LLP, Chicago, IL
    Richard W Hompesch II, Hompesch & Evans APC, Fairbanks, AK
    Edwin P. Morrow, Key Private Bank Wealth Advisory Services, Cincinnati, OH
    $90
    NON-MEMBERS
    $70
    MEMBERS
    $50
    SECTION MEMBERS
    *Additional discounts may apply at checkout

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    Product Details

    Sponsors

    Section of Real Property, Trust and Estate Law

    Product Code

    5430866AUD

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