Estate, Gift and GST Tax Basics for the New Estate Planner (11/28/2016)

Available: In Stock
Product No: 23242
Duration: 1.00 Hours
Publish Date : 11/28/2016


Item Description :

Please note - this purchase is for a digital download of the Learn Online Materials, including online viewing / download of the video presentation. 

Description:

This program will provide an introduction to the estate, gift and generation-skipping transfer taxes. Our speakers will describe the key components of each tax, explain how the taxes relate to one another, and provide context for how each tax is relevant for purposes of preparing an estate plan. This program is particularly relevant for new estate planners.

After this seminar, attendees will have a general understanding of the transfer tax system, and how such taxes relate to creating estate plans.

Speakers:

Susan A. Robb
First Republic Trust Company

Danielle Greene
Boston Private Bank & Trust Co.

Heidi A Seely
Moderator

Rackemann, Sawyer & Brewster


Pricing :
   
BBA Member $0.00
Non-Member $75.00