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UID:590898imp
DTSTAMP:20260517T053235Z
DTSTART:20260930T150000Z
DTEND:20260930T223000Z
LOCATION: **Online**
SUMMARY: ABC Trust Planning and the Portable Exclusion 26-27
DESCRIPTION: The One Big Beautiful Bill has removed much of the uncertainty concerning the estate tax exclusion. Nonetheless\, clients still need to address: the estate\, gift\, generation-skipping\, income\, and property tax implications of estate plans\; the pros and cons of relying on the portable exclusion to avoid estate tax\; and strategies to benefit non-citizen spouses. In this course\, we examine the role of the marital deduction and Survivor's Trusts ("A" trusts)\, ways to maximize planning opportunities by building flexibility into the modern estate plan\, the qualitative and quantitative implications of various strategies affecting blended families\, whether to use Bypass ("B") Trusts\, QTIP ("C") trusts\, or qualified domestic trusts (QDOTs)\, and whether to file a Form 706 when it's not required.
CLASS:PUBLIC
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