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GST issues may arise in simple as well as complex estate plans. Learn how to use GST planning opportunities that exist in this complex and often counter-intuitive law. Gain practical, in-depth knowledge of GST compliance issues and the administration of trusts. Learn how to complete all tax forms relating to GST law and explore advanced planning and compliance with life insurance trusts. This is a technical class and not for the inexperienced--some prior experience with trusts is important.
| Thursday, November 05, 2009 |
| 8:30 AM - 4:30 PM (Registration at 7:30 AM) |
| Hilton Costa Mesa, Costa Mesa |
| Orange County South |
6.5 Estate Plan/Trust
6.5 MCLE (Min Cont Legal Educ)
8.0 CFP-Estate Planning
8.0 CPE (Continuing Professional Education)
8.0 CTEC Federal Hours |
Keith Schiller Esq JD, MBA
|
| Schiller Law Group, A PLC |
| Taxes |
| Group Live |
| Intermediate |
| $315 CalCPA Members, $415 Nonmembers |
| $0 |
| $0 |
Understand GST law--GST events, special terms, recognition of issues, tax compliance with GST tax forms.Work with case examples from simple GST situations to complex applications and compliance issues.Explain GST planning to clients without technical words.Optimize life insurance trust planning.
Identifying events that trigger GST taxGST trusts and relief provisions under the 2001 Tax ActGST on Form 709--allocation of exemption (current, late and protective elections)Completion of Schedule R to Form 706Reverse QTIP electionsGST issues with life insurance trusts and advanced planningCrummey--trustsSample ILIT trust formsCompletion of Forms 706GS(D) and 706SG(T)GST issues with subtrust funding and administration on death of first spouseSample trust provisions to avoid GST problemsCase studies
CPAs and attorneys.
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