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On-Demand Audio
Use of Gifting Strategies in Asset Protection $149.00



Copyright: June 2010
Product ID#: 53097SADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Use of Gifting Strategies in Asset Protection, held June 2010.

Program Description

This focused legal briefing offers an insightful analysis and practical guide to maximizing your clients' annual and lifetime gifting opportunities. Explore the many ways gifting can be used to minimize taxable estate, comply with spend-down requirements and transfer wealth to beneficiaries in a controlled fashion – order today!


Course Content
  • Annual Exclusion Gifts
  • Gifts for Medical and Educational Purposes
  • Exploiting GST Tax Repeal With Gifts to Grandchildren
  • Gifts to Grandchildren Using Dynasty Trusts
  • “Gifts” to Self-Settled, Spendthrift Trusts
  • How to Maximize Control by Beneficiary Over Trust Corpus
  • Use of GRATs for Asset Protection
  • Use of CLATs for Asset Protection
  • How to Protect Gifts From Retroactive Legislation

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK06/24/2012
CLE 1.50AZ06/24/2012
CLE 1.50CA06/24/2012
CLE 2.00CO06/24/2012
CLE 1.50CT06/24/2012
CLE 1.50HI06/24/2012
CLE 1.50ID06/24/2012
CLE 1.50IL06/24/2012
CLE 1.50ME06/24/2012
CLE 1.50MP06/24/2012
CLE 1.50MS06/24/2012
CLE 1.50MT06/24/2012
CLE 1.50ND06/24/2012
CLE 1.50NH06/24/2012
CLE 1.50NJ06/24/2012
CLE 1.50NM06/24/2012
CLE 1.50NV06/24/2012
CLE 2.00OK06/24/2012
CLE 1.50RI06/24/2012
CLE 1.50TN
CLE 1.80VI06/24/2012
CLE 1.50VT06/24/2012
CLE 1.50WA06/24/2012
CLE 1.80WV06/24/2012
CLE 1.50WY06/24/2013

* denotes specialty credits

Additional Format Options


Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

Related Topics
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Estate Planning & Probate
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Tax
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