Advanced Estate Planning for Large Estates: FLPs, Dynasty Trusts, SLATs, CRUTs/CRATs, Gift-Sales, Non-Grantor Trusts
A live 90-minute CLE/CPE video webinar with interactive Q&A
This CLE/CPE webinar will provide an analysis of mechanisms and key considerations for utilizing various trusts, family limited partnerships, charitable giving vehicles, and other techniques aimed toward providing effective estate planning and asset protection.
Outline
- Estate planning issues and opportunities for large estates
- Preserving basis adjustments and available techniques
- Available gift strategies and when to use them
- Drafting or modifying documents for income and estate tax planning flexibility
- State tax issues that must be considered
- Best practices for estate planners for large estates
Benefits
The panel will review these and other key issues:
- What are the challenges and available opportunities for estate planning for large estates?
- How can a family limited partnership be used as part of an estate plan?
- What are the available gift strategies?
- What are the available charitable planning techniques and structures?
- What are the available mixed gift-sale opportunities and how are they helpful/when should they be used?
- Which structures allow you to continue to access transferred assets?
- What are the state tax issues and methods to limit their impact?
- How can non-grantor trusts be utilized?
Faculty
Andrew S. Katzenberg
Partner
ArentFox Schiff
Mr. Katzenberg focuses primarily on wealth transfer planning and preservation, multi-generational planning, estate and... | Read More
Mr. Katzenberg focuses primarily on wealth transfer planning and preservation, multi-generational planning, estate and trust administration, nonprofit and tax exempt organizations and charitable giving. He works with a variety of high net-worth clients and also represents clients in all phases of forming and managing nonprofit and tax exempt organizations (including public charities, private foundations and private operating foundations) and acquiring and retaining their tax exempt status. He authored numerous articles related to his field and is a frequent contributor to the New York State Bar Association’s Trusts and Estates Law Section Newsletter.
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Jas Sangra
Attorney
Venable
Mr. Sangra advises high-net-worth individuals and their related business entities on intricate wealth planning... | Read More
Mr. Sangra advises high-net-worth individuals and their related business entities on intricate wealth planning strategies, with a focus on cross-border tax, trust, estate, and probate law. He is experienced in devising and executing measures to minimize income, estate, and generation-skipping transfer taxes, safeguarding family assets from undue risk. Mr. Sangra is licensed in both California and British Columbia and has managed complex cross-border transactions for multinational clients, aligning their business objectives with international laws and regulatory requirements. He also advises businesses on cross-border expansion, including the tax aspects of immigration and emigration planning.
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Cannot Attend February 27?
Early Discount (through 02/07/25)
You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.