Webinar Registration

Planning for the Next Gen:
Navigating the Generation Skipping Transfer Tax
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, February, 11
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Patrick Carlson
Patrick Carlson
Product Counsel Vanilla

What You'll Learn

At the most basic level, the Generation Skipping Transfer Tax (GSTT) is a federal tax that applies to transfers of property or wealth that skip a generation. But who, exactly, does this tax apply to, and why does it exist at all?

In this webinar, Patrick Carlson, Vanilla’s Product Counsel…

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What You'll Learn
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Webinar Description

At the most basic level, the Generation Skipping Transfer Tax (GSTT) is a federal tax that applies to transfers of property or wealth that skip a generation. But who, exactly, does this tax apply to, and why does it exist at all?

In this webinar, Patrick Carlson, Vanilla’s Product Counsel, will review what advisors need to know about the GSTT, how it might affect clients, and to approach the tax in estate planning.

 

*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit. 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.