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SC Estate & Financial Planning & Tax Committee Estate Planning Techniques that Save Estate Tax (J2051109)

 
REGISTRATION STATUS: Online Registration for this event is closed. Please contact your Program Associate or Customer Services.

There will be an outline of the various estate planning techniques that have saved clients large amounts of Federal estate tax, including Qualified Personal Residence Trusts (QPRTs), Grantor Retained Annuity Trusts (GRATs), sales to grantor trusts, Graegin notes, planned gifts to children and grandchildren, and others.

Date:Tuesday, November 17, 2009
Time:7:30am - 9:00am (Registration at 7:30am )
Facility:Hard Rock Cafe, Sacramento`
Area:Sacramento Area
CPE Credit:1.0 CPE (Continuing Professional Education)
Instructor: Stuart List
NASBA Subject Area:Taxes
Delivery:Group Live
Course Level:Update
Fee:$15 CalCPA Members, $15 Nonmembers

Objectives:
  • Learn Techniques That Have Saved Clients Large Amounts of Federal Estate Tax
  • Understand Qualified Personal Residence Trusts, and Grantor Retained Annuity Trusts
  • Find Out What this Means for Planned Gifts to Children and Grandchildren


Major Topics:
Estate Planning Techniques that Save Estate Tax

Designed for:
CPAs, Attorneys, Financial Planners, and Tax Professionals

Prerequisite:
None

Advanced Preparation:
None


 
 
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