California Lawyers Association Logo
Visit cla Website
Browse by
Delivery Type browse by
  • Calendar
  • CLEtoGo (Podcasts) (1602)
  • Package (9)
  • Zoom Webinar (32)
  • OnDemand (1451)
  • Self Study Articles (106)
  • Webinar Replay (2)
     
Hello, Guest
Sign in Browse By
  • Sign In
    New Customer? Start Here
  • Frequently Asked Questions
0
Cart
loading...
Event Date Search
  
Postal Code Search
   
Speaker Search
Credits Search
  • Home
  • »
  • Taxation 
  • »
  • Product Details
You must select a location to proceed.
Yes
No
There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration Loading Image Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
OnDemand

Estate Planning Strategies for QTIP Trusts: Do Good Things Come to Those Who Defer?; 2025 Estate & Gift Tax Conference

Taxation Law Section
Credit(s): 0.75 Legal Specialization in Estate Planning; Trust & Probate Law
0.75 Legal Specialization in Taxation Law
0.75 Participatory MCLE Credits
Course Number: TAX_Estate&Gift_2025_17
Original Program Date: March 7, 2025
Duration: 51 minutes
Access: Available for 3 months after Registration
Special Offer
Click here to see Special Offer(s)!
Passport: This product is Passport Eligible 
  • Facebook
  • LinkedIn
  • X
  • E-Mail
    		•
    • Description
    • Sessions
    • Credits
    • Faculty
    • Materials
    • Fees
    • Reviews
    • Dates and Locations
    Category: Taxation, Closed Captioned Courses
    Category: Taxation, Closed Captioned Courses (show less)
    The assets of a QTIP trust may be a substantial part of a client’s estate that are subject to estate taxes on his or her death. The provisions of the trust instrument and tax law however, complicate the use of typical estate planning strategies for QTIP trust assets. This presentation will address the special gift tax and estate tax rules that apply to QTIP trusts and discuss strategies to minimize wealth transfer taxes for QTIP trust assets in light of these special tax rules as well as typical governing instrument provisions and limitations The panelist will also address the importance of using QDOT’s when a non-citizen spouse is involved.
    0.75 Legal Specialization in Estate Planning; Trust & Probate Law  

    0.75 Legal Specialization in Taxation Law  

    0.75 Participatory MCLE Credits
    AllStandard
    Non-Member$48.75
    CLA Member$33.75

    Purchase Options

    Add to CartOnDemand
    View all Event Fees
    Non-Member Price
    $48.75
       
    Member Price
    $33.75
    We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
    Have a Question?
    See our FAQ's
    Privacy Policy     		Contact us at (877) 880-1335
    Email Us
    CCPA & GDPR