771 Sel. Topics Estate Planning: Planning Techniques for Taxable Estates - §001, Spring 2011

Categories: Estate Planning/Elder Law

Instructor(s) Behrendt, Richard

This course will provide students with a working understanding of the

various strategies and techniques that high net worth families might use

to minimize federal estate taxes.  Some of the strategies that will be

reviewed include: Grantor Retained Annuity Trusts, Qualified Personal

Residence Trusts, Charitable Remainder Trusts, Irrevocable Life

Insurance Trusts, and Family Limited Partnerships.  One of the practical

considerations that we will consider is the relative level of IRS

scrutiny that can be expected with these techniques, and how that may

factor into the decision-making and planning process. 

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