Balancing Income Tax Planning and Estate Tax Planning

Date: Tuesday, August 24, 2021
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country's political and economic climate. Far more often than not, when an estate planner designs a plan, the planner doesn't know what the tax laws will look like when the plan is implemented. In addition, in some cases, the composition and aggregate value of a client's estate changes materially between the time when estate planning documents were signed and the client's death. Thus, building flexibility into estate plans so that post-death decisions can be made to minimize estate tax, or income tax, as appropriate, is paramount. In this teleconference, we will focus on:
 

  • Portability and Clayton QTIP Trusts
  • Using General Powers of Appointment and Other Strategies to Achieve Basis Step-Up
  • Design and Uses of Long-Term Multigenerational Trusts
  • Minimizing Trust-Level Income Taxes

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