Advanced Estate Planning for Large Estates: Utilizing FLPs, Dynasty Trusts, SLATs, CRUTs/CRATs, Gift-Sale Transactions, and Non-Grantor Trusts
An encore presentation with Live Q&A.
Recording of a 90-minute CLE/CPE video webinar with 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 towards 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?
An encore presentation featuring Live Q&A.
Faculty
Deborah A. Plum
Attorney
Withersworldwide
Ms. Plum's practice is focused on advising individuals, families and their businesses in respect to succession and... | Read More
Ms. Plum's practice is focused on advising individuals, families and their businesses in respect to succession and estate planning, family office and business structuring and cross-border tax planning. She is experienced in issues relating to gifting transactions and charitable endeavors, estate taxes and corporate planning for clients in New York, Arizona, California and abroad. Ms. Plum also has extensive knowledge of charitable foundations and not-for-profit organizations. Prior to joining Withers, Ms. Plum practiced as a trusts and estates planning lawyer with a global full-service firm in New York and Arizona and as a corporate tax lawyer for an international law firm in New York, where she advised on matters involving private equity funds, real estate investment trusts (REITs), and other investment vehicles in the context of mergers and acquisitions and tax-free reorganizations. She is admitted to practice law in both Arizona and New York.
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Naomita Yadav
Partner
Withersworldwide
Ms. Yadav has a diverse and well-rounded tax background, including experience in both income tax and estate and gift... | Read More
Ms. Yadav has a diverse and well-rounded tax background, including experience in both income tax and estate and gift tax matters, which makes her particularly suited for families with existing complex trust structures. She also has experience with cross-border families as well as nuances of visa designations and the interplay with tax laws. Interestingly, her own family is situated in three continents. Ms. Yadav advises families with generational wealth in the context of changing circumstances and passage of time such as multi-generation wealth planning for family members who are beneficiaries of trusts settled by prior generations. This particular mix of experiences and knowledge enables her to act as a proficient adviser for the globally mobile high net worth family.
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