'Generation skipping transfer tax' presentation slideshows

Linda Hayes, JD, LL.M.

Wealth Transfer Planning. Linda Hayes, JD, LL.M. What We Will Cover. Overview of Federal Transfer Tax System Significance of forms of Title Gifting Grantor Retained Interest Trust Strategies GRATs & QPRTs Non Trust Strategies SCINs and Private Annuities Advanced Trust Strategies

589 views • 41 slides

Estate Planning Research Tools

402 views • 31 slides

Mastering Portability

Mastering Portability. Married Under $5,000,000. No Estate Tax. Unlimited Marital Deduction Joint Tenant with rights of survivorship avoids probate. Will. Will. No Estate Tax Under $5,000,000 (See Single). Beneficiaries. Maximum Marital Deduction.

337 views • 23 slides

TAX ASPECTS OF REAL ESTATE

284 views • 18 slides

Estate Tax Law Update

Estate Tax Law Update. Castle Financial Advisors, LLC Like the Knights of Olde, Our Advisors Pledge to Help You Build & Fortify Your Financial Castle. Topics for Review. Estate Planning Issues Estate Tax Law Changes Traditional and Enhanced Estate Planning

349 views • 14 slides

GENERATION SKIPPING TRANSFER TAX

156 views • 5 slides