Planning for the Next Gen: Navigating the Generation Skipping Transfer Tax
Guest Expert: Patrick Carlson, Vanilla
At the most basic level, the Generation Skipping Transfer Tax (GSTT) was a federal tax that applied to transfers of property or wealth that skipped a generation. But who, exactly, did this tax apply to, and why did it exist at all?
In this webinar, Patrick Carlson, Vanilla’s Product Counsel, reviewed what advisors needed to know about the GSTT, how it might have affected clients, and how to approach the tax in estate planning.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
Planning for the Next Gen: Navigating the Generation Skipping Transfer Tax 02-12-2025
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Excellent refresher with a "deep dive" on the GSTT! Too often, we disregard clients who are not HNW, but the cumulative nature of the tax, along with the implied levels of competency, make it important to keep in mind and discuss with all clients.
- Joel L.
Simply stated, I now have a stronger conceptual understanding of the GSTT. This was an excellent presentation that provided a significant amount of useful information. Thank you.
- Mark Z.
Excellent presenter. Lots of valuable information.
- Pamela B.
Learned great ideas to avoid GST
- Brad S.
Excellent refresher with a "deep dive" on the GSTT! Too often, we disregard clients who are not HNW, but the cumulative nature of the tax, along with the implied levels of competency, make it important to keep in mind and discuss with all clients.
- Joel L.
Simply stated, I now have a stronger conceptual understanding of the GSTT. This was an excellent presentation that provided a significant amount of useful information. Thank you.
- Mark Z.
Excellent presenter. Lots of valuable information.
- Pamela B.
Learned great ideas to avoid GST
- Brad S.
Attendees Comments:
Excellent refresher with a "deep dive" on the GSTT! Too often, we disregard clients who are not HNW, but the cumulative nature of the tax, along with the implied levels of competency, make it important to keep in mind and discuss with all clients.
- Joel L.
Simply stated, I now have a stronger conceptual understanding of the GSTT. This was an excellent presentation that provided a significant amount of useful information. Thank you.
- Mark Z.
Excellent presenter. Lots of valuable information.
- Pamela B.
Learned great ideas to avoid GST
- Brad S.