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Event Details
The New Math of Estate Planning
Robert S.
Keebler, CPA, MST, DAEP
Wednesday, September 22, 2010
at 10:00 am Pacific Time
Join me and other advanced practitioners in my office
as we participate in a monthly teleconference series, The Advisors Forum PresentsTM Live CPE
Series for CPAs. This coming month the
topic is, The New Math of Estate Planning.
Most practitioners understand the basic
advantages of transactions such as GRATs, SCINs, and private annuities.
What many do not understand, however, are the quantitative
"forces" that make these transactions work. Once understood from a
quantitative perspective, it is easier to effectively design a successful
overall estate plan. During this
seminar, we will discuss the mathematics behind the most popular
estate planning transactions used today and how these transactions can be used
in combination with each other so as to create the perfect hedge
against estate and gift taxes.
Specifically, we will discuss the
following:
- Tax
exclusive nature of gift taxes
- Leveraging
of the GST exemption
- Grantor
Retained Annuity Trusts (GRATs)
- Installment
sales to Intentionally Defective Grantor Trusts (IDGTs)
- Self-Canceling
Installment Notes (SCINs)
- Private
Annuities
- “Tax
Burn” SCINSM technique
______________________________________________________________________
It will be held Wednesday, September 22, 2010 at 10:00 a.m. Registration and brunch begin at 9:45 a.m.
Please register by clicking on the "Register Now" button or call our office at (760) 930-1987 ext. 3#. My assistant, Chris Cazier, will call to confirm your attendance, or feel free to call me at (760) 930-1987. Seating is limited, so please enroll early. I look forward to seeing you on September 22nd.
Sincerely,
Debra Leffler Streeter
When & Where
Law Office of Debra Leffler Streeter
2385 Camino Vida Roble, Suite 101
Carlsbad,
CA 92011
Wednesday, September 22, 2010 from 9:45 AM to 12:00 PM (PT)
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Hosted By
Streeter Law Group, A PC
Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.
2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011
(760) 930-1987
WWW.STREETERLAW.COM