iPlan Law - Estate Planning

03 Federal Trust Planning Taxes


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There are four major types of federal tax to consider when planning your estate: income tax, estate tax, gift tax, and generation skipping transfer tax. This presentation briefly introduces five key concepts and terms related to each tax, namely: Grantor Trust Status, Estate Inclusion, Completed Gift, Basis Adjustment, and Generation Skipping Transfer Tax.
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iPlan Law - Estate PlanningBy WCAT Radio