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: Bruce Givner
- Duration: 90 Minutes
ABOUT THE SPEAKER
J.D., LL.M. (Taxation)
Bruce Givner, J.D., LL.M. (Taxation), is of counsel to KFB Rice, LLP, is a SuperLawyer who has had a Martindale-Hubbell AV preeminent 5.0 out of 5 peer review rating for 34 years. He is a graduate of UCLA, Columbia Law School and NYU’s LL.M (Tax) program. He has been practicing tax law for over four decades, in income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, individuals and their closely held corporations. He is the author or co-author of over 100 professional…
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.