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OnDemand Course

Drafting Tips for Tax Reduction

Learn more ways to help your clients with the changes specific to estate and GST tax exemptions.

Among the sweeping changes brought about by the new tax law, the doubling of the estate and generation-skipping transfer tax exemptions is among the most significant for estate planning practitioners. Although the changes are temporary, they provide tremendous planning opportunities. The changes also turn traditional estate planning on its head, to a large degree, since even fewer estates will now be taxable. During this program we will explore, learn and understand the changes under tax reform that are relevant from an estate planning perspective, as well as planning opportunities for various levels of estate values.

93 minutes
Certificate of Completion
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Current State of the Estate Tax and Trust Income Taxation

  • Exclusion Amounts
  • Inflation Adjustments
  • Trust Tax Rates

Drafting and Planning Opportunities

  • Portability
  • QTIP and Qtiping With Portability
  • New Focus of Planning

Future of Estate, Tax and Wealth Planning

  • High Basis Planning
  • Flexibility in Planning
  • Future of Life Insurance
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on November 9, 2018.

Call 1-866-352-9540 for further credit information.

No Credit Available

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Joshua R. Driskell

Joshua R. Driskell

Lagerlof, LLP

  • Managing partner of Lagerlof, LLP
  • Has a background representing businesses and individuals and a keen attention to detail to leading the firm
  • Practice focuses on business, tax, estate, fiduciary, and related matters
  • Prior to forming Primuth, Driskell & Terzian, LLP, with partner Jonathan Primuth in 2014, he worked at a multi-state law firm, handling a wide variety of matters for individuals, and small and medium-sized businesses
  • Admitted to practice law in all California state courts, all Ohio state courts, the United States Tax Court, the United States District Court for the Central District of California, the United States District Court for the Northern District of Ohio, and the United States District Court for the Western District of Michigan
  • Member of the Pasadena Bar Association, the Los Angeles County Bar Association, and the California Bar Association
  • In addition to his activities as an attorney, he is a board member for the Pasadena Museum of History, Leadership Pasadena, and Pasadena Fire Foundation
  • J.D. degree, University of Toledo College of Law
Vanessa M. Terzian

Vanessa M. Terzian

Lagerlof, LLP

  • Partner at Lagerlof, LLP
  • Specializing in estate planning, trust administration, and probate
  • Adjunct professor of trust and wills, Southwestern Law School
  • Rising Star, Super Lawyers, 2015 - 2017
  • Wrote “Trustee’s, Executors and Beneficiaries”, published by the Institute for Preparing Heirs
  • Active member of the California State Bar and member of the Trusts and Estates section
  • J.D. degree, dean's honors and recipient of dean's full tuition academic scholarship, Loyola Law School; B.A. degree, magna cum laude, UCSD
  • Can be contacted at 626-683-7234, [email protected], or lagerlof.com
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 403970
Published 2018
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