| MCLE Credit: | 1.0 (Ethics: 0.0) |
| Live-Interactive Credit: | 0.0 |
| Price: | $79 (Includes a downloadable audio version.) |
| Viewable Through: | 03/31/2029 |
$79.00 (or 1 Bundle Credit)
A pre-recorded streaming VIDEO replay of one session from the April 2026 live seminar, Conner-Zaritsky 47th Annual Advanced Estate Planning and Administration.
Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association, Conner-Zaritsky is a perennially anticipated program of national reach and sophisticated content.
The assets of a QTIP trust may be a substantial part of a client’s estate that are subject to estate taxes on his or her death. The provisions of the trust instrument and tax law, however, complicate the use of typical estate planning strategies for QTIP trust assets. This presentation addresses the special gift tax and estate tax rules that apply to QTIP trusts and discusses strategies to minimize wealth transfer taxes for QTIP trust assets in light of these special tax rules as well as typical governing instrument provisions and limitations.
M. Read Moore, McDermott Will & Schulte / San Francisco, CA
Moderator
Frank A. Thomas, III, Frank A. Thomas, III PLC / Orange
