eCourse
Planning in a Period of Uncertainty, Including Using Defined Value Clauses
Contains material from Jan 2018
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Stephen R. Akers
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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