Current Tax Legislation And Estate Planning Practices

“ Current Tax Legislation and Estate Planning Practices” San Diego Paralegal Association Daniel K. Printz, Esq. June 3, 2009

Applicable Taxes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Famous Last Words ,[object Object],[object Object]

Generation–Skipping Transfer Tax ,[object Object],[object Object],[object Object]

Tonight’s Topics ,[object Object],[object Object],[object Object],[object Object]

Current Law ,[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

S.AMDT. 873 TO S.CON.RES. 13 ,[object Object]

Determining the Estate Tax ,[object Object],[object Object],[object Object],[object Object]

H.R. 205 ,[object Object],[object Object],[object Object],[object Object]

H.R. 205, Repeal Unlikely ,[object Object],[object Object]

Now is the time to strike! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Recommended Actions ,[object Object],[object Object],[object Object],[object Object]

Gifting ,[object Object],[object Object],[object Object],[object Object]

Gifting – the Gift Tax ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Gifting - Grantor Retained Annuity Trusts ,[object Object],[object Object],[object Object]

Gifting - GRATs may be limited! ,[object Object],[object Object]

Selling ,[object Object],[object Object]

Minority Interests ,[object Object],[object Object],[object Object],[object Object]

Minority Interests - H.R. 436 ,[object Object],[object Object]

Our Old Standby Trusts Still Work ,[object Object],[object Object],[object Object],[object Object]

The A-B-C Trust ,[object Object],[object Object],[object Object]

ABC – the Marital “C” subtrust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

If AB & ABC work, why go beyond the basics? ,[object Object],[object Object],[object Object],[object Object]

Difficulties Educating Clients: Being Selfless ,[object Object],[object Object],[object Object],[object Object]

Difficulties Educating Clients: Uncomfortable Choices ,[object Object],[object Object],[object Object],[object Object]

Working with CPAs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Don’t forget Non-tax goals! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Current Tax Legislation And Estate Planning Practices

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