Estate Planning
Modifying an Irrevocable Charitable Trust (FSP Archived Webinar)
Program Overview Individuals have long sought to maximize gifts to charities through the use of irrevocable trusts, some of which may last decades or longer. But what happens when the terms of those trusts become outdated? When the charitable purposes would be best served through a change to those terms? When changing circumstances require enhancement [...]
Estate Planning
Program Overview This webinar will look at financial planning in light of President Biden’s proposals on capital gains, estate planning, and taxation. With taxes potentially going up, life insurance can play many critical roles in planning for this new environment. Combining life insurance with the revolutionary new world of trusts can produce an unbeatable financial [...]
This article appeared in the March 2021 Journal of Financial Service Professionals.
This article appeared in the July 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
Opportunity Zones – Congressional Behavior Modification (Journal Article)
This article appeared in the March 2020 Journal of Financial Service Professionals.
Estate Planning
Program Overview Advisors who represent clients with international connections, such as foreigners with US assets and beneficiaries, should be familiar with the basic tax and estate planning rules applicable to nonresidents. Additionally, individuals who have noncitizen spouses are subject to special estate and gift tax rules. Eli Akhavan will provide an overview of basic international [...]
Estate Planning
Electronic will laws do not eliminate current law regarding will execution or notary standards. Instead, they simply add another tool in a financial institution’s toolbox to help facilitate estate planning locally and globally. In addition to easier access for most Americans who otherwise would not undertake going to a lawyer’s office, physical presence is not [...]
Estate Planning
Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning (Journal Article)
This article appeared in the March 2019 Journal of Financial Service Professionals.
Estate Planning
Program Overview A note sale of an appreciating asset to an Intentionally Defective Grantor Trust (IDGT) is a planning strategy that can help to minimize estate and gift taxes. An individual sells their assets to the IDGT, commonly using an installment note at fair market interest. A potential disadvantage of an installment sale to a [...]
Accounting & Tax Planning
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This article appeared in the September 2019 Journal of Financial Service Professionals.
Accounting & Tax Planning
Successfully Completing a Gift Tax Return — Form 709 (Surgent Webinar)
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