Relationship Between Real Estate and Estate and Trust Planning ON DEMAND

Overview

This course provides a comprehensive overview of essential topics, including tax proposals, valuation discounts, and trusts, facilitating a clear understanding of the intricate relationships between real estate and estate and trust planning. By the conclusion, you will have a solid grasp of key concepts that are vital for effective planning in these areas.

Highlights

Tax proposals. Estate planning. Valuation discounts.

Prerequisites

None.

Designed For

CPAs and tax professionals.

Objectives

Understand the key components and implications of tax proposals, including estate, gift, GST, and income tax bills. Analyze the role of grantor trusts in estate planning, including strategies such as SLATS, sales to intentionally defective grantor trusts, and SWAP rights. Evaluate the use of valuation discounts and entity types in real estate and estate planning to optimize tax benefits.

Preparation

None.

Notice

None.