Free

Grandfathered and Tainted Generation-Skipping Trusts Luncheon

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Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Description

Prairie Trust™ invites you to a complimentary luncheon webinar on Grandfathered and Tainted Generation-Skipping Trusts.

One of the most common reasons for filing a private letter ruling request with the IRS in the transfer of tax area is to confirm that a grandfathered GST trust has not become un-grandfathered. And the price that is paid for letting that happen is 40 percent of the otherwise tainted GST trusts. Learn how to best deal with these GST issues.

Discussion highlights include:

- Review grandfather rules under the GST tax, and what steps can un-grandfather or taint a GST trust
- Examine range of issues addressed by private ruling requests and current areas of uncertainty
- Discuss types of issues that do not require a ruling request
- Review other options for dealing with a partially tainted trust

Speakers (via webinar):

Thomas W. Abendroth, Partner, Schiff Hardin LLP
Charles "Skip" D. Fox IV, Partner, McGuire Woods LLP

To reserve your seat, please RSVP by Tuesday, September 1, 2020.

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Continuing Education Credits:

Attendees may receive up to 1.5 hours of Continuing Legal Education (CLE) credits for participating in this group-live Briefing. We will submit for CLE approval after each program. A sign-in sheet will be available at each session.

ABA Professional Certifications approved this program for 2.0 CTFA continuing education credits.

The Certified Financial Planners Board has granted 2.0 credits for this live webinar. Recordings are not eligible for CFP credits.

This group-live event is eligible for 1.5 CPE credits for CPAs (Specialized Knowledge). Recordings are not eligible for CPE credits. No prerequisites required.

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Date and Time

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

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