Program 2

Friday, October 27, 2017

Program 2 Topics

Status of Tax Reform & Other Current Tax Developments

The Use of Lifetime Gifts

Wealth Transfer Strategies

  • QPRTs
  • GRATs
  • Grantor Trusts/Valuation Discount Planning/Sales to IDGTs
  • ILITs
  • Private Annuities/SCINs
  • Private Placement Life Insurance

Charitable Planning

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Private Foundations/Donor Advised Funds

Sponsors: