Adventures in Generation Skipping Planning
This session will provide an easy-to-understand overview of the complicated generation skipping transfer tax and discuss important planning opportunities.
Topics covered include:
- The three types of GST transfers
- Planning to use the generation skipping exemption
- Planning with "HEET" trusts to do generation skipping planning with far more than the exempt amount
- Common mistakes made on the 709
Daniel L. Daniels, Partner, Wiggin and Dana
For more information, please click here.