Even with the higher estate tax exemption
and greater emphasis on step-up in basis…

The QPRT is Still
A Powerful Planning Tool

(if you understand it and use it properly!)

The QPRT (Qualified Personal Residence Trust) is such an obscure oddity of the Tax Code, that many estate planning professionals are either unaware of it, or how it really works, or its considerable benefits.

That’s why we’ve asked nationally renowned tax and estate planning attorney Bruce Givner to present an important 90 minute presentation on “The Ins & Outs of QPRTs”.  If you don’t know the answers to all these questions, you should hear Bruce address them:

  • Exactly what is a QPRT? (and how does it differ from a House GRIT?)
  • What are the 6 advantages and 8 disadvantages of QPRTs?
  • Who’s a good candidate and bad candidate for a QPRT?
  • Can QPRTs be used in asset protection planning? (Including a review of actual creditor cases involving QPRTs)
  • Why does even a one or two year QPRT help for a 90 year old?
  • Why is it better not to use survivor QPRTs in a community property state?
  • How does a QPRT compare to a GRAT?
  • What are the 17 steps in creating QPRTs?
  • How do you do 4 QPRTs for a married couple?
  • How do you solve the mortgage principal reduction problem after the home is placed into the QPRT?
  • How should you handle improvements to a residence already in a QPRT?
  • What can you do with QPRTs gone bad?

Whether you’re an estate planning attorney, CPA or financial advisor, join us and Bruce Givner, Esq., in this special, 90-minute presentation  entitled, “The Ins & Outs of QPRTs”.

  • Program Title: The Ins & Outs of QPRTs
  • Speaker:
  • Duration: 90 Minutes

Bruce Givner

Esq.
Bruce Givner

Bruce Givner, Esq. is an estate and tax planning attorney of the Law Firm of Givner and Kaye, located in Los Angeles, California. Mr. Givner graduated from U.C.L.A., Columbia University Law School, and N.Y.U.’s Graduate Tax Law Program and specializes in the area of asset protection and advanced estate planning. He has personally worked with Mr. Philip Kavesh for over 30 years and continues to serve “of counsel” to Mr. Kavesh’s law firm, Kavesh, Minor and Otis, Inc.

Mr. Givner has been cited as a “tax expert” by the U.S. Tax Court, the California Court of Appeals, and the Wall Street Journal. He’s also written books on estate tax planning for the California CPA Society and the AICPA, and has co-authored three for the California Bar Association. He represented the winning taxpayers in the 1994 Tax Court case L&B Pipe and Supply, in which the IRS sought almost $2,000,000 in back taxes and interest due to alleged unreasonable compensation. The U.S. Tax Court awarded the IRS nothing.

His most recent Tax Court case, involving an FLP established on August 3, 2002, where the parent died on August 8, 2002, settled one month before trial when the IRS conceded that IRC §2036 did not apply.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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