Estate Planning Tax Series: Includes ALL 8 Sessions, 4 Workshops, and Materials
Description:
The Estate Planning Tax Series offered by InterActive Legal Academy is a practical introduction to estate, gift, and generation-skipping transfer taxation, and how to draft estate planning documents that minimize these taxes. This series focuses on the fundamentals of estate and gift taxation and foundational planning to minimize transfer taxes. The basic principles of generation-skipping transfer (GST) tax and income taxation of trusts and estates are also covered. Topics include: Credit shelter planning and portability, flexible planning using “Clayton” and “disclaimer” plans, lifetime gift planning, grantor trusts, and more.