Are You a GST Tax Liability
Just Waiting to Happen?
Even in the face of the possible sunset of the GST tax exemption, it is rare to encounter clients who are concerned with GST tax planning. However, for those who work with trustees or beneficiaries of irrevocable trusts created in the last 40 years, some GST tax liability may be deferred from a time when the GST exemption was much lower. It is important that you understand the issues that come with GST tax reporting and payment and how to anticipate and plan around deferred GST tax.
Whether you’re an attorney, CPA or financial advisor, you won’t want to miss this timely presentation entitled, “The Ghost of Past GST Tax: Deferred GST Tax Issues in Trust Administration” with tax and estate planning expert, Griffin H. Bridgers, J.D., LL.M. (Taxation).
In this 83-minute presentation, he will cover the following:
- How changes to the GST tax exemption over time have affected GST taxes that might be deferred within older trusts
- What GST tax events might relate to a trust, and what reporting obligations might be imposed on trustees and beneficiaries
- Consideration in determining the GST tax status of a trust, and prior allocations of GST exemption
- Common issues that can change the GST tax status of a trust
- Strategies for administering trusts that are not fully exempt from GST tax
- Special considerations for Crummey withdrawal rights
- And much more!
Your purchase includes an instantly downloadable video and audio recording and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.
- Program Title: The Ghost of Past GST Tax: Deferred GST Tax Issues in Trust Administration
- Speaker: Griffin H. Bridgers
- Duration: 83 minutes
Purchase
ABOUT THE SPEAKER
Griffin H. Bridgers
J.D., LL.M. (Taxation)
Griffin H. Bridgers, J.D., LL.M. is a part-time attorney with the law firm of Hutchins & Associates in Denver, Colorado, and is admitted to practice in Colorado and Tennessee. Griffin also serves as an outsourced estate planning strategist for independent advisory firms including Mosaic Advisors in Houston, Texas and Alpha Principle in Englewood, Colorado. Griffin is a frequent presenter on tax and estate planning topics for estate planning councils, bar associations, and CLE and CPE providers. Since 2020, Griffin has educated fellow attorneys and wealth transfer professionals through his YouTube channel and his newsletter, State of Estates, amassing over 350…
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.