Catalog On-Demand Seminars Webcasts Podcasts Webinars & Teleseminars HelpLog In | Sign UpPrinter Friendly
Your shopping cart is empty 
Tax Law & Tax Planning
search:
advanced
Audio Online Seminar
Audio Online Seminar
Microsoft Silverlight
Generation Skipping Transfer Tax Planning
Course №:TD3-0113
Duration: 1 Hour
Original Program Date: Wednesday, March 4, 2009
Buy Now
Tell a Friend
  Item Description | Tuition | Faculty | Course Materials
Item Description Back to top
The Generation Skipping Transfer Tax regime imposes a tax on the transfer of property at each generational level.  The tax regime is one of the most complex that estate planners grapple with and involves a bewildering array of terms and points of potential taxation.  is a complicating factor for most trust and estate planning.  This program will provide you with a practical guide to the GST regime, essential terminology and framework.  Among other topics, the program will discuss generational assignment, taxable terminations and distributions, and exemption planning.  The program will also discuss the application of the tax to dynasty trusts. 
 
  • Framework of the Generation Skipping Transfer Tax � essential terminology and triggering taxable events
  • Generation assignment
  • Taxable transfers
  • GST exemption planning
  • Application to Dynasty Trusts
 
Speakers
Daniel L. Danielsis a partner in the Stamford, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in The Best Lawyers in America, and has been named by Worth magazine as one of the Top 100 Lawyers in the United States representing affluent individuals.  With David T. Leibell, he is the co-author of a monthly column in Trusts and Estates magazine.  He has written numerous other articles on estate and tax planning and lectures on estate and tax planning topics throughout the United States.  He received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.
 
 
David T. Leibellis a partner in the Stamford, Connecticut office of Wiggin and Dana, LLP, practicing in the Trust and Estates Department.  He previously worked in the financial services industry, specializing in the financial aspects of estate planning.  Mr. Leibell is a frequent lecturer before fiduciary audiences throughout the United States, and has authored many articles on charitable, estate and tax planning.  With Daniel Daniels, he is co-author of a monthly column in Trusts & Estates magazine.  He also authors a column for Registered Representative Magazine.  Mr. Leibell has been listed in The Best Lawyers in America.  Mr. Leibell received his B.A. from Trinity College and his J.D. from Fordham Law School.
 
 
The Institute of Certified Bankers
This program received the following breakdown of continuing education credit,
CTFA:       1.25
FP:          1.25
To obtain continuing education credits, ICB members should submit their credits electronically at
http://www.icbmembers.org.

TuitionBack to top
Each price provides online access for 6 months after purchase.
  • Member
$270.00 
  • Non-Member
$540.00 


Faculty Back to top
Daniel L. Daniels, Partner, Wiggin and Dana, LLP, Stamford, Connecticut
David T. Leibell, Partner, Stamford, Connecticut , Wiggin and Dana, LLP

Course Materials Back to top

icon_acrobatFedral Generation Skipping Transfer Tax
icon_acrobatGeneration Skipping Transfer Tax: Overview - Slides
icon_acrobatSpeaker Contact Sheet
htmHelp

Users who bought this Online Seminar also bought... Back to top
Online Seminar
Get on the HSA Train! Enhance Your Bank’s Revenue Potential  
CEtoGo
(Audio Only)
Generation Skipping Transfer Tax Planning 
Online Seminar
Allowance for Loan and Lease Losses: Getting it Right 
CEtoGo
(Audio Only)
Current Issues in Executive Compensation & Benefits
Navigating through the New World of Corporate Governance and Shareholder Scrutiny
 
Online Seminar
Advanced Estate Planning for Closely Held Business Owners 
Contact us at 888.262.7701
Email us at Support@InReachCE.com
Having trouble using this site?
Help us improve
Powered by BankersEd


© California Bankers Association | Serving California Banks Since 1891 | (916) 438-4400 or contact us. | Site Map rss