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Module Five
Estate Planning-Part I and II
Focus on the different aspects of Estate Planning
- Traditional Estate Planning Tools-Wills, living trusts, irrevocable trusts, intra-family gifting, probate, and life insurance
- Estate and Gift Taxes-Basic estate and gift tax rules exclusions
- Business Succession Planning-Goals, strategies, and their application to charitable planning
- Estate Planning Strategies-Gifts, family sales, grantor retained income trusts, residential trusts, and family partnerships
- Application to Charitable Planning Goals-Philanthropic heritage, wealth preservation, and liquidity planning
- Application to Charitable Planning Strategies-Deferred gifting techniques and family foundations
Instructors: Jessica Dorman-Davis and Reynolds T. Cafferata
Dates: May 13-15, 2009
Fee: $930
Course Number-8905
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