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Dynasty Trusts, SLATs and SLANTs, Basis and other Estate Planning Before End of 2020



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A change in administrations in Washington could result in significant income and transfer tax increases and severe restriction of many estate planning techniques. There has been considerable speculation that a retroactive effective date, perhaps to January 1, 2021 may apply to that legislation. So the bottom line is practitioners need to guide clients to plan NOW! What planning tools work in the current environment, and how should traditional planning techniques be modified to fit the unique circumstances clients now face? This webinar will provide practical and depth advice as to what practitioners should advise their clients.

The current extremely low interest rates, some depressed asset values, and high transfer tax exemptions, create an ideal environment for estate tax planning.  The tremendous government spending occurring to try to keep the economy from free-falling suggests a high probability of future increases in taxes, including estate taxes.  Even though the time may be right for aggressive estate planning, many clients feel very vulnerable financially, recognizing that they may in the future need assets that otherwise could be transferred to reduce estate and other taxes.  However, there are strategies that can allow clients to engage in effective wealth transfer tax planning but still be able to access the assets that otherwise would not be included in their estates, when and if the need arises. This presentation will discuss planning techniques that can be employed now to attempt to reduce transfer taxes while maintaining access to assets if needed.
 
This webinar considers planning vehicles and various options for each – the Dynasty trust, the SLAT and the SLANT.

Income taxes remain important to this planning. Should clients use non-grantor trusts such as Incomplete Non-Grantor (“ING”) trusts or spousal lifetime access non-grantor trusts (“SLANTs”) or some combination of grantor and non-grantor trusts? What about state income taxes? Fiscal pressures may result in states raising income tax rates to address COVID deficits. What can and should be done to minimize state income taxes?

Gift tax compliance and related GST issues will also be discussed. 



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