Adventures in Generation Skipping Planning

October 22, 2010
Las Vegas, NV

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

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