What You'll Learn
The scheduled reduction of the Federal Estate Exemption amount by one half on January 1st 2026 is causing a great many affluent taxpayers to consider what actions to take with respect to large gifts and other strategies. These clients will be best served by consideration of what planning…
Tom Dickson
Financial Experts Network
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The scheduled reduction of the Federal Estate Exemption amount by one half on January 1st 2026 is causing a great many affluent taxpayers to consider what actions to take with respect to large gifts and other strategies. These clients will be best served by consideration of what planning techniques or series of techniques can be used to maximize estate tax reduction while allowing the client to maintain as much control as possible and remaining assets and/or access thereto to assure that the clients do not run out of assets during their lifetimes.
Join CPA extraordinaire Bob Keebler to learn techniques that can be used in succession or combination to give clients the best possible results. These include the following:
- Large gift in 2025, with or without gift splitting.
- Large gift of discounted assets with or without gift splitting.
- Installment sale in 2025 followed by forgiveness of note.
- Sales of assets to grantor trusts for private annuities and self cancelling installment notes.
- Using "reversible trusts" that can revert back to the Grantor if the estate
- Using trusts that are designed to allow for toggling off Grantor Trust status in whole or in part without causing a gift by beneficiaries.
- Increasing income tax basis by providing powers of appointment to family members
*CE/CPE Eligible: 1.5 CE credits are available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.5 CPE credits.
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.