Generation-Skipping Transfer Tax Planning
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REGISTRATION IS CLOSED FOR THIS EVENT
WALK-INS ARE NOT GUARANTEED A MEAL
CASH OR CHECK ONLY AT THE DOOR
LUNCHEON PROGRAM
THURSDAY, JANUARY 4, 2024
NOTE MEETING LOCATION:
NORTHWOOD CLUB
6524 Alpha Road, Dallas, Texas
Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)
RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY DECEMBER 27 (5:00 P.M.) REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE.
GENERATION-SKIPPING TRANSFER TAX PLANNING
ALAN STROUD
GARY POST
Sponsored by Security National Bank and McBride and Associates (Merrill Lynch)
This presentation will provide a study of the Generation-Skipping Transfer Tax regime while simultaneously comparing & contrasting it with the Estate & Gift Tax regimes. We will examine the types of transactions to which the GSTT regime applies as well as transactions which are excepted from the GSTT. Consideration will also be giving to the concept of “who is the transferor” for purposes of applying the GSTT rules. After establishing the various possible applications of the GSTT rules and its exceptions, we will next explore planning opportunities with respect to the Lifetime GSTT Exemption Amount. Along with the discussion of GSTT planning issues, IRS filing issues will likewise be addressed. Finally, we will discuss solutions relating to the problematic partially exempt/partially non-exempt trust.
Alan Stroud and Gary Post are Senior Vice President and Wealth Strategies Advisors at Bank of America Private Bank in Dallas, Texas. In this role, they are responsible for developing and implementing comprehensive planning strategies for clients with complex financial needs by accessing the bank’s broad range of investment, fiduciary and banking services. They incorporate wealth management planning strategies in areas including estate planning, tax, financial planning, insurance, risk management, asset protection, business planning, and philanthropy to help clients reach their goals and objectives. This includes coordinating with the client’s team of advisors, conducting periodic reviews to gain a better understanding of the client’s goals and objectives, and providing ideas and guidance through an ever-changing tax and legal landscape.
There is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Parkland Foundation, Mercer Advisors, The Catholic Foundation, Heritage Auctions, Regions Bank, Happy Trust Company, The Dallas Foundation, Hancock Whitney Bank, Security National Bank, Saville, McBride & Associates at Merrill Lynch Wealth Management, Commerce Bank, EisnerAmper and JP Morgan. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Heritage Auctions, EisnerAmper, Argent Trust, Glast Phillips Murray, Forvis, Stout, Carr Riggs & Ingram, C3 Financial Partners, View Capital Advisors, Neuhoff Hunt, Phillips, Abmeyer Wealth Management, Huselton, Morgan & Maultsby, Prosperity Bank, Paratus Financial and Bisignano Harrison.
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PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING
