Estate Planning Series –
Did Portability Kill the Credit Shelter Trust?
Attendees will gain insight on the concept of "portability" of the estate tax exemption for married couples. Specific topics covered will include non-tax benefits of the traditional credit shelter trust, income tax benefits related to a "step-up" in basis at the death of a spouse, and the change in thinking with regard to the traditional estate plan for a married couple.
Who Should Attend?
Estate planning clients and professionals and married couples who currently have a Revocable Living Trust.
Save the Date
- Thursday, February 25, 2016 - Stretch IRA & Trusts - Trust as IRA Beneficiary: Good Idea? YES! (Johnson Bank, Phoenix location)
- Thursday, March 3, 2016 - Stretch IRA & Trusts - Trust as IRA Beneficiary: Good Idea? YES! (Johnson Bank, Scottsdale location)
- Thursday, March 24, 2016 - Defective in a Good Way: Grantor Trusts
- Thursday, April 21, 2016 - Qualified Personal Residence Trust/Grantor Retained Annuity Trusts