Tax Planning Techniques for Drafting Basic Inheritance Documents

The tax law changes turmoil has settled down for the next couple years, but do you know how your decisions today may affect your client's future tax burdens? Get up-to-date key information to help you build flexibility into all your trust and estate plans and to take full advantage of all the tax-saving techniques available today. 

• Get the latest update on the current state of the estate/gift/income tax law.
• Review the basic principles of trust tax planning and reporting.
• Make the best use of the disclaimer trusts and Crummey powers in trusts.
• Minimize GST tax through proper planning and efficient transfers