DESCRIPTION
The Far-Away Safe Place Right Next Door:
The Oklahoma Preservation Trust in Integrated Estate Planning
(With Forms and Checklists)
Session #9: Guess Who’s Coming To Dinner: The Preservation Trust Meets the Taxman
Income, gift and estate tax issues are woven through the fabric of a Preservation Trust. What are these, and how to plan for them? This Session 9 explains these tax issues, and explores ways to minimize the tax hit on the Preservation Trust grantor and her estate.
Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.