March 5, 2023
New Orleans, LA
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 discuss 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.
Speakers: Joy M. Miyasaki and M. Read Moore
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