Advanced Wealth Transfer Strategies

This comprehensive course explores sophisticated approaches to transferring wealth efficiently while minimizing tax burdens. Key topics include lifetime gifting strategies, such as annual exclusion gifts, leveraging the lifetime gift tax exemption, and employing family limited partnerships (FLPs) and family LLCs. Attendees will gain insights into charitable giving techniques, including donor-advised funds, charitable remainder trusts (CRTs), and charitable lead trusts (CLTs). Advanced tools like GRATs (Grantor Retained Annuity Trusts), IDGTs (Intentionally Defective Grantor Trusts), and SLATs (Spousal Lifetime Access Trusts) will also be covered. Additionally, participants will learn how to optimize wealth transfer through life insurance strategies using Irrevocable Life Insurance Trusts (ILITs) to ensure the death benefit remains outside the taxable estate. This program is essential for professionals aiming to provide clients with cutting-edge estate planning solutions.