INSTANT DOWNLOAD: “The Ghost of Past GST Tax: Deferred GST Tax Issues in Trust Administration”

Could You Be Sitting on a Hidden GST Tax Liability?

Understand Deferred GST Tax Issues Before They Turn Into Costly Mistakes

With ongoing uncertainty about the future of the Generation-Skipping Transfer (GST) tax exemption, many advisors overlook one crucial fact: GST tax exposure may already exist in irrevocable trusts established over the last 40 years — especially those created when the exemption amount was significantly lower.

If you work with trustees, beneficiaries, or older irrevocable trusts, there may be deferred GST tax liabilities lurking beneath the surface — just waiting to be triggered by a distribution or other event. The failure to recognize and properly report these issues can result in significant tax consequences and compliance headaches.

That’s why we’ve teamed up with Griffin H. Bridgers, J.D., LL.M. (Taxation) — a nationally respected estate planning and tax law expert — for this critical and timely program entitled, “The Ghost of Past GST Tax: Deferred GST Tax Issues in Trust Administration”.

In this 83-minute presentation, he will cover the following:

✅ How past changes to the GST exemption amount have created hidden liabilities in older trusts.
✅ What types of events can trigger GST tax — and who is responsible for reporting them.
✅ How to evaluate the GST tax status of a trust, including prior allocations of exemption.
✅ Common trust administration issues that can alter GST status.
✅ Best practices for handling partially exempt or non-exempt trusts.
✅ Key rules and risks around Crummey withdrawal rights and their impact on GST exposure.
✅ Strategies to anticipate, mitigate, or plan around deferred GST tax liability.
✅ And much more!

Don’t let a past exemption limit become a present-day problem.
Make sure you’re equipped to spot and address deferred GST tax issues before they cause harm.

Your purchase includes an instantly accessible video and audio recording and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.