Estate Planning From A to Z

Cameron Kelly will be speaking on February 13, 2018 at an NBI webcast, Estate Planning from A to Z. Cameron will present on two topics, “Basic Tax Planning” and “Trusts 101.”


Basic Tax Planning

  • Estate Tax Update
  • Step-Up Basis of Various Assets
  • Gift Tax and Exclusions
  • Generation-Skipping Transfer Tax
  • Planning for the Final Income Tax Return
  • Trust Taxation Basics
  • Disclaimer Trusts
  • Crummey Powers and the IRS
  • Typical Creditors and How to Deal with Them
  • Simple Tips for Minimizing Tax Burden
  • Tax Treatment of Trusts

Trusts 101

  • Types, Goals and Functions of Trusts
  • Major Laws Governing Trust Creation and Administration
  • Who Are the Main Parties? Their Duties and Responsibilities to a Trust
  • Revocable vs. Irrevocable
  • Choosing Trust Situs
  • Trust Funding Basics