Advanced Estate Planning Techniques and Post-Mortem Tax Planning

This speech is geared to financial advisors wishing to: (I) augment their knowledge about advance estate planning concepts resulting in the minimization of gift/estate taxes; and (ii) learning about strategies that may be employed after a client’s death to limit and/or defer income and estate taxes due. Topics covered include grantor retained annuity trusts, qualified personal residence trusts, charitable trusts, disclaimers and family entity planning.

Date: Wednesday, January 21, 2015

Multnomah Athletic Club

Time: 11:30 am—1:00 pm

  • Financial Planners
  • Accountants

Advanced Estate Planning Techniques 

  • Grantor Retained Annuity Trust
  • Qualified Personal Residence Trust
  • Charitable Trusts
  • Family Limited Liability Companies (LLCs)

Post-Mortem Tax Planning

  • Filing Decedent’s Last Income Tax Return
  • Disclaimer
  • Alternate Valuation
  • Special Use Valuation
  • QTIP Elections
  • Installment Agreement

Advanced Estate Planning – Lecture Outline

Jonathan Mishkin