Trusts and Other Techniques with Retained Interests: How to Motivate Your Clients to Consider Gifting

Cushing & Dolan, P.C. annual fall seminar.

2012-10-10

BOSTON, MA, October 10, 2012 (Press-News.org) Everyone by now seems to understand that the once in a lifetime gift giving opportunity will expire on January 1, 2013. Even though the $5 million gift giving exemption has been available since January 1, 2011, many clients are reluctant to give away assets because they do not want to lose control and/or access to the gifted asset. This program will provide a comprehensive analysis of gift giving techniques with retained interests, which should satisfy your clients' goals.

Come to this FREE 3 CPE credit seminar and you will learn:

- Grantor Retained Annuity Trust (GRAT) vs. Sale with Private Life Annuity
- Using a Wandry formula gift to eliminate gift tax risk
- Compare the sale of assets to an Intentionally Defective Irrevocable Grantor Trust in Exchange for either a Promissory - Note or a Private Life Annuity
- Consider using a Domestic Asset Protection Trust
- Qualified Personal Residence Trust (QPRT) vs. Home Security Trust
- Reciprocal (but not really reciprocal) Spousal Trusts

To learn more about our estate planning attorneys, please visit our website or call 617-523-1555.

DATE:
Thursday, October 11, 2012

TIME:
Registration & Networking: 8:00AM - 8:30AM
Presentation: 8:30AM - 11:30AM
Questions & Answers

LOCATION:
Embassy Suites Boston/Waltham
550 Winter Street
Waltham, MA 02451

SPEAKERS:
Leo J. Cushing, Esq., CPA, LL.M
Todd E. Lutsky, Esq., LL.M

Website: http://www.cushingdolan.com/

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Trusts and Other Techniques with Retained Interests: How to Motivate Your Clients to Consider Gifting

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