INSTANT DOWNLOAD: “Deferred GST Tax Issues in Trust Administration”

Are You a GST Tax LiabilityJust 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.