Sophisticated Gift Tax Planning

course

COURSE INFO

  • Available Until 10/3/2020
  • Next Class Time 12:00 PM CT
  • Duration 60 min.
  • Format MP3 Download
  • Activity Code:   213480
  • MCLE Credits 1 hour(s)


Course Price: $79.00
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COURSE DESCRIPTION

Gifting strategies lie at the heart of many medium-size estates.  It is an efficient mechanism for transferring cash or other property without consuming a client?s exemption amount.  This program will go beyond basic forms of gifting strategies to more sophisticated techniques, including for retirement benefits, using insurance policies, and other financial products.