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DTSTART:20210624T173000Z
DTEND:20210624T183000Z
LOCATION:Zoom
UID:2103720210624T173000ZESTATE PLANNING TECHNIQUES FOR THE 0.5
DTSTAMP:20260429T052006Z
DESCRIPTION:\nThis will be a one hour Zoom meeting on June 24th from 1:30 pm - 2:30 pm. Please see Mr. Retzner's outline below for the topics that will be covered. One hour CE is pending. We hope to see your there!\n \n \n \nESTATE PLANNING TECHNIQUES FOR THE 0.5\n \nRodney Retzner\n \nKrieg DeVault LLP\n \nOutline\n \n1. Core Estate Planning/Associated Documents\n \n2. Revocable Trusts\n \n3. Basics of Estate. Gift and GST Tax\n \n4. Credit Shelter Trusts\n \n5. Lifetime Gifts\n \n6. Irrevocable Life Insurance Trusts (“ILIT”)\n \n7. Grantor Retained Annuity/Unitrust Trusts (“GRAT”/”GRUT”))\n \n8. Charitable Trusts\n \n9. Family LLC’s\n \n10. Establishing Value by Restructuring\n \n11. Transfer Techniques\n \n12. Simple Sale\n \n13. Intentionally Defective Grantor Trusts (“IDGT”)\n \n14. IDGT Sale\n \n15. “Sleeper Cell” Proposals\n \n16. The 99.5% Act\n \n17. Dynasty Trusts\n \n18. Spousal Lifetime Access Trust (“SLAT”)\n \n19. Loopholes\n \nStatement of Difficulty: Intermediate level for CPAs, CFPs and Attorneys. Higher end techniques and tax results, but we are only covering from a higher level view.\n\nStatement of Importance: Every technique currently in use for Federal Gift and Estate Tax planning will be affected by proposed tax changes. The professionals will get an overview of those planning techniques, the proposed changes and how the changes would affect the techniques.\n
SUMMARY:ESTATE PLANNING TECHNIQUES FOR THE 0.5 - Hoosier Hills Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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