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Planning in a Period of Uncertainty, Including Using Defined Value Clauses

Contains material from Jan 2018

Planning in a Period of Uncertainty, Including Using Defined Value Clauses
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Learn practical planning approaches for dealing with clients in light of the possibility of estate tax repeal. Review transfer planning approaches that minimize the risk of paying current gift taxes, and the practicalities of using defined value clauses.

Includes: Audio Paper


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1. Planning in a Period of Uncertainty, Including Using Defined Value Clauses (Jan 2018)

Stephen R. Akers

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58 mins
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Session 1 —58 mins
Planning in a Period of Uncertainty, Including Using Defined Value Clauses (Jan 2018)

Learn practical planning approaches for dealing with clients in light of the possibility of estate tax repeal. Review transfer planning approaches that minimize the risk of paying current gift taxes, and the practicalities of using defined value clauses.

Originally presented: Dec 2017 Estate Planning Workshop

Stephen R. Akers, Bessemer Trust - Dallas, TX