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The Generation-Skipping Transfer Tax 2023

Product ID: CA3555R
Presented By: State Bar of Wisconsin PINNACLE

This program is an excerpt from Step-by-Step Estate Planning II 2023.

Wealth insurance

For clients with substantial wealth, strategic and thoughtful estate planning can ensure their wishes are honored upon death. Clients who want to safeguard assets for beneficiaries other than their immediate children may be interested in generation-skipping transfers (GSTs). By “skipping” over a generation and passing assets directly to grandchildren or more remote relatives, a grantor can minimize or avoid taxation at the intermediate level. Although the GST tax regulatory scheme is complex, it’s essential knowledge for lawyers offering estate planning services.  

At Generation-Skipping Transfer Tax Planning, learn how to use GSTs to help families preserve their wealth for future generations. Attorney Philip J. Miller will explain:

  • The history behind and purpose of the GST tax
  • Important terminology and definitions
  • How and when valuation is determined
  • Taxable distributions, terminations, and direct skips
  • How to allocate exemptions
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE

Date and Time

Friday, September 22, 202312:00 PM - 1:10 PM CT

Add to Calendar 9/22/2023 12:00:00 PM 9/22/2023 1:10:00 PM America/Chicago The Generation-Skipping Transfer Tax 2023

This program is an excerpt from Step-by-Step Estate Planning II 2023.

Wealth insurance

For clients with substantial wealth, strategic and thoughtful estate planning can ensure their wishes are honored upon death. Clients who want to safeguard assets for beneficiaries other than their immediate children may be interested in generation-skipping transfers (GSTs). By “skipping” over a generation and passing assets directly to grandchildren or more remote relatives, a grantor can minimize or avoid taxation at the intermediate level. Although the GST tax regulatory scheme is complex, it’s essential knowledge for lawyers offering estate planning services.  

At Generation-Skipping Transfer Tax Planning, learn how to use GSTs to help families preserve their wealth for future generations. Attorney Philip J. Miller will explain:

  • The history behind and purpose of the GST tax
  • Important terminology and definitions
  • How and when valuation is determined
  • Taxable distributions, terminations, and direct skips
  • How to allocate exemptions
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This program is an excerpt from Step-by-Step Estate Planning II 2023.

Wealth insurance

For clients with substantial wealth, strategic and thoughtful estate planning can ensure their wishes are honored upon death. Clients who want to safeguard assets for beneficiaries other than their immediate children may be interested in generation-skipping transfers (GSTs). By “skipping” over a generation and passing assets directly to grandchildren or more remote relatives, a grantor can minimize or avoid taxation at the intermediate level. Although the GST tax regulatory scheme is complex, it’s essential knowledge for lawyers offering estate planning services.  

At Generation-Skipping Transfer Tax Planning, learn how to use GSTs to help families preserve their wealth for future generations. Attorney Philip J. Miller will explain:

  • The history behind and purpose of the GST tax
  • Important terminology and definitions
  • How and when valuation is determined
  • Taxable distributions, terminations, and direct skips
  • How to allocate exemptions
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Philip J. Miller is a partner in the law firm of Husch Blackwell LLP, working in the areas of estate planning, probate and trust administration, business succession planning, marital property, and tax planning. He received his B.S. in Accounting, cum laude, from Boston college and his J.D., cum laude, from Marquette University Law School. 

He works with individuals, couples, professionals, and business owners to accomplish their objectives, while minimizing taxes and expenses and managing risk. His practice includes planning for unique assets, international considerations, and beneficiaries with special needs. Mr. Miller also works with non-profit organizations on tax and governance issues. He is a speaker for continuing legal education courses with the State Bar of Wisconsin PINNACLE and is a frequent speaker to other professional and community groups on the subjects of estate planning, business succession planning, marital property, and probate. 

Mr. Miller is a former member of the adjunct faculty at Marquette University Law School. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the State Bar of Wisconsin, the Milwaukee Estate Planning Forum (Past President), and the Mid-Winter Estate Planning Clinic. Mr. Miller has been listed in The Best Lawyers in America since 2007 and was named Lawyer of the Year for Trusts & Estates in Milwaukee for 2016 and 2018. 

  • Create more comprehensive estate plans for your clients
  • Review generation-skipping transfer tax core concepts and terms
  • Recognize situations in which the generation-skipping tax may apply
  • Minimize tax burdens for beneficiaries and reduce overall tax liability
  • Estate planning lawyers
  • Family lawyers
  • General practitioners
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