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, Please wait...
You must be logged in to perform this action.
Log in
Cancel
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
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
All
Standard
Non-Member
$48.75
CLA Member
$33.75
Customers Who Bought This Item Also Bought
(OnDemand) GST Tax: The Unfriendly Ghost of Estate Planning; 2025 Estate & Gift Tax Conference
(OnDemand) Current Developments in Charitable Planning; 2025 Estate & Gift Tax Conference
(OnDemand) SFO’s and PFTC’s; 2025 Estate & Gift Tax Conference
(OnDemand) Trust Basis and Promissory Notes: During Life and At Death; 2025 Estate & Gift Tax Conference
(OnDemand) Tools for Safeguarding Trustees
(OnDemand) Running the Numbers on Estate and Gift Tax Planning for 2025 and Beyond---The Results May Surprise You
(OnDemand) Artful Planning – Estate Planning With Art & Collectables; 2025 Estate & Gift Tax Conference
(OnDemand) Tax Treaties For the Wealth Transfer Professional; 2025 Estate & Gift Tax Conference
(OnDemand) Buy, Borrow, Die: Challenges, Deferral Mechanisms, and Planning Structures in Achieving Maximum Tax Advantage; 2025 Estate & Gift Tax Conference
(OnDemand) Know Your Options; 2025 Estate & Gift Tax Conference
(OnDemand) Helping IRA Plan His IRA From the IRA” – Testamentary Planning with Individual Retirement Accounts Under the New Regulations; 2025 Estate & Gift Tax Conference
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.
Adding Registration, Please wait...
