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Top Tax Planning Techniques for Your Clients

This focused legal guide will give you the skills and knowledge to help clients make the best tax-saving decisions for their trusts and estates. Make the best use of estate tax exemption - register today!

  • Weigh the various tax planning options for specific client situations.
  • Learn how to structure trusts to focus on income tax planning.
  • Understand portability and make certain your clients take full advantage of it.

Session Time: 1:00 - 2:30 PM Eastern Time
Presenter: Kristin L. Yokomoto

  1. Benefits of Estate Inclusion Under Current Tax Laws, Rates and Exclusions Affecting Estate Planning
  2. The Pros and Cons of Simple Wills
  3. Effective Gifts and Transfers During Life
  4. Leveraging General and Special Powers of Appointment
  5. Moving Life Insurance Assets Back into Taxable Estate
  6. Structuring Trusts that Focus on Income and Capital Gains Tax
  7. Making the Best Use of Portability - It's Much More Than Just a "Do Nothing" Approach
  8. Unique Situations When Estate Inclusion Tactics are Not the Best Option for the Client

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