WebCredenza 2025 Generation skipping transfer tax: Planning opportunities and mistakes

This session provides a deep dive into the intricacies of the generation-skipping transfer tax (GSTT), focusing on strategies to maximize tax efficiency while avoiding common planning mistakes. From understanding the core principles of GSTT to leveraging exemptions and trusts, this program offers tools to navigate the complexities of wealth transfer planning. Whether you're advising high-net-worth clients or managing family trusts, this session will provide actionable guidance.

Highlights:

• An overview of GSTT rules, exemptions, and exclusions.
• Strategic use of trusts to minimize GSTT liability.
• Common drafting mistakes and how to avoid them.
• Recent regulatory developments and their implications.
• Practical examples of GSTT planning in action.

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.