QPRTs and GRATS
Instructor: Tasha Dickinson
Irrevocable Trusts in Connection with Life Insurance Policies and the Use of Private Placement Life Insurance
Instructor: Larry Brody
- Cover Sheet
- Part I: The Transfer Tax Consequences of the use of Life Insurance in Irrevocable Insurance Trusts
- Part II: Understanding UL and VUL Policies, In Order To Understand PPLI/VUL Policies
Grantor Trusts, including Sales to Grantor Trusts
Instructor: David Pratt
Chairtable Planning, including Charitable Remainder Trusts, Charitable Lead Trusts and Private Foundations
Instructors: Don Tescher and Lou Nostro
- Wealth Transfer Strategies Session
- Frozen T-CLAT Structure PowerPoint
- Defending Conservation Easements in an Adverse Tax Environment PowerPoint
- Conservation Easement Overview
- Recent Cases/Releases
- Circuit Courts Speak on Conservation Easements, But is the IRS listening?
- Conservation Easement Confusion in the Tax Court and Fifth Circuit
- Navigating the Defenses to Valuation Penalties in Charitable Deduction Cases
- Table of Contents for Charitable Planning
- Outline for Charitable Planning
- Charitable Planning PowerPoint