WebCredenza 2025 Generation skipping transfer tax: Planning opportunities and mistakes

Recording available after the original program date, 4/8/2025

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.

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.