Program 2

Friday, October 27, 2017

Program 2 Topics

Marital Deduction and Portability
The Use of Lifetime Gifts

Wealth Transfer Strategies

  • QPRTs
  • GRATs
  • Grantor Trusts/Installment Sales
  • ILITs
  • Private Annuities/SCINs
  • Private Placement Life Insurance

Charitable Planning

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Private Foundations

Sponsors: