Estate Planning Strategies for the 11th Hour

Take Away

Establishing and effectively using GRATs and FLPs to leverage gifting strategies.
Taking advantage of Roth IRA conversions before year end.
Using Health and Education Exclusion Trusts (HEET) to benefit multiple generations free of future gift, estate, and generation skipping taxes.
Guiding clients on what to do if they inherit estates in 2010.

Estate Planning Strategies

Our “Thought Leader Series Webcasts” are complimentary and are offered once each quarter to forward-thinking practitioners who want to stay on the leading edge of knowledge. Please check the Education Calendar for upcoming webcasts.

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