DESCRIPTION
Generation Skipping Transfer Tax: Planning Opportunities and Mistakes
This session provides a deep dive into the intricacies of the generation skipping transfer tax (GSTT), focusing on strategies to maximize tax efficiency while avoiding common planning mistakes. From understanding the core principles of GSTT to leveraging exemptions and trusts, this program offers tools to navigate the complexities of wealth transfer planning. Whether you're advising high-net-worth clients or managing family trusts, this session will provide actionable guidance.
- An overview of GSTT rules, exemptions, and exclusions.
- Strategic use of trusts to minimize GSTT liability.
- Common drafting mistakes and how to avoid them.
- Recent regulatory developments and their implications.
- Practical examples of GSTT planning in action.
Speakers:
TBD
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.