Attention:
Card image cap

The Fundamentals of the Generation-Skipping Transfer Tax


Level: Intermediate
Runtime: 86 minutes
Recorded Date: September 18, 2018
Click here to share this program
Printer-Friendly Version
Closed Caption

$115

Archived
Unavailable for Purchase

Agenda


  • Introduction to the Forgotten Transfer Tax
  • History of the GST Tax
  • Basic Concepts and Definitions
  • Allocating GST Exemption
  • Application and Calculation of GST Tax
Runtime: 1 hour and 26 minutes
Recorded: September 18, 2018


Description

This program will discuss the basics of the generation-skipping transfer tax. The program will be beneficial for not only new estate planning attorneys, but also experienced estate planners wanting to refresh on the forgotten transfer tax.

This program was recorded on September 18th, 2018.

Provided By

American Bar Association
Card image cap

Panelists

Card image cap

Stephen Liss

Executive Director, Senior Wealth Strategist
UBS Financial Service, Inc.

I work with ultra-high net worth clients of UBS helping them to develop comprehensive strategies for their complex financial needs, such as the preservation, transfer and management of wealth. I educate UBS clients on domestic and international tax, multi-generational estate planning and planned charitable giving.

Card image cap

Brandon A.S. Ross

Wealth Advisor
J.P.Morgan Private Bank

Brandon Ross is a Welath Advisor at JPMorgan Private Bank. He assists clients and their advisors by developing comprehensive estate, trust, business succession and wealth preservation strategies. Draws upon his experience as a trusts and estates attorney with several large law firms in Florida and D.C. to guide clients through the estate planning process and achieve their wealth planning, transfer and preservation goals.

CLE CREDITS


Card image cap

Similar Courses

Card image cap
60 minutes
Cannabis in the Workplace: Workers' Comp and Employee Use
This seminar will look at a number of issues related to the use of medical marijuana for workers’ comp injuries, considerations and coverage questions for insurers, provide answers for employers on applying drug policies and look at other risks for employees, employers and insurers in the workplace.

Property Casualty 360

$65

Add to Cart

11 Credit States

More Details
Card image cap
59 minutes
Civil Competency 101
Join Dr. Brian Russell as he dives into the competencies expected of your clients in civil matters; mainly making contracts, making healthcare decisions and making a will. He uses his knowledge and experience, both as an attorney and a licensed psychologist, to provide a deeper understanding of how to help your client and avoid pitfalls.

Dr. Brian Russell

$75

Add to Cart

18 Credit States

More Details
Card image cap
53 minutes
Conservatorship Criteria in Context: The Britney Spears Case
The Britney Spears conservatorship case has brought a lot of attention to the Conservatorships and Guardianship laws throughout the country. In this program, Dr. Brian Russell uses his expertise to provde some useful legal context to the case, provide lawyers with a better understanding of where the pitfalls are and how they can do right by their clients.

Dr. Brian Russell

$75

Add to Cart

13 Credit States

More Details
Card image cap
65 minutes
Distressed Market Conditions: The New Bankruptcy Wave
The panel will discuss the state of distressed and bankruptcy related investing, including where they currently see opportunities, their thoughts on the credit cycle, what may drive the next wave of bankruptcies, the potential effects and repercussions of the leveraged loan market, the role of CDS and the “empty creditor” dynamic, and the impact of BDC’s, CLO’s and direct lending firms.

American Bankruptcy Institute

$75

Add to Cart

9 Credit States

More Details
Previous Next