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The Fundamentals of the Generation-Skipping Transfer Tax


Level: Intermediate
Runtime: 86 minutes
Recorded Date: September 18, 2018
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Agenda


  • Introduction to the Forgotten Transfer Tax
  • History of the GST Tax
  • Basic Concepts and Definitions
  • Allocating GST Exemption
  • Application and Calculation of GST Tax
Runtime: 1 hour and 26 minutes
Recorded: September 18, 2018


Description

This program will discuss the basics of the generation-skipping transfer tax. The program will be beneficial for not only new estate planning attorneys, but also experienced estate planners wanting to refresh on the forgotten transfer tax.

This program was recorded on September 18th, 2018.

Provided By

American Bar Association
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Panelists

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Stephen Liss

Executive Director, Senior Wealth Strategist
UBS Financial Service, Inc.

I work with ultra-high net worth clients of UBS helping them to develop comprehensive strategies for their complex financial needs, such as the preservation, transfer and management of wealth. I educate UBS clients on domestic and international tax, multi-generational estate planning and planned charitable giving.

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Brandon A.S. Ross

Wealth Advisor
J.P.Morgan Private Bank

Brandon Ross is a Welath Advisor at JPMorgan Private Bank. He assists clients and their advisors by developing comprehensive estate, trust, business succession and wealth preservation strategies. Draws upon his experience as a trusts and estates attorney with several large law firms in Florida and D.C. to guide clients through the estate planning process and achieve their wealth planning, transfer and preservation goals.


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