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Title

Taxes, Timebombs and Trusts

Event Description

Taxes, Timebombs and Trusts.  With sunset provisions in 2026 and elections pending in 2020, wealthy clients have an uneasy feeling about many of the benefits the current federal tax rules, most notably the current federal transfer tax exemption estimated at $11.58 million for 2020. 

Should they use this exemption before they lose it?  What about clawbacks?  What about the sacrifice of the "step-up" of income tax basis at death?  What about the impact on their beneficiaries? 

As we saw in 2010 and 2012, clients often use trusts to address these concerns when gifting large amounts in response to uncertain tax laws.  How can trusts maintain flexibility around investment decisions and tax consequences?  How do you ensure gifts support rather than hinder family relations?

Bryan D. Kirk, Director of Estate and Financial Planning for Fiduciary Trust International (FTI), a Franklin Templeton company, will answer these questions and discuss how RIAs and Multi-Family Offices can effectively partner with corporate trustees and estate planning professionals to help their clients navigate these issues.  


Event Type

Society; Featured

Education Topic

Alternative Investments; Portfolio Management

Start Time

12/9/2019 1:00 PM

End Time

12/9/2019 2:30 PM

Event Type

Society; Career

Event City

Seattle

Event State/Province

WA

Event Country

United States

Event Region

Americas

Location Info

​Rainier Club

820 4th Ave.

Seattle, WA 98101

Speaker

Bryan D. Kirk, Director of Estate and Financial Planning and Trust Counsel

CE Credits

1

SER Credit

0

Currency

us

Member Price

15.00

Non-Member Price

40.00

Candidate Price

40.00

Registration

All Day Event

 

Recurrence

 

Event Link

Register

Event Link Leads To New Tab

Yes

Event Short Info

Taxes, Timebombs and Trusts.  With sunset provisions in 2026 and elections pending in 2020, wealthy clients have an uneasy feeling about many of the benefits the current federal tax rules, most notably the current federal transfer tax exemption estimated at $11.58 million for 2020.

Attachments

Content Type: MyCFA Calendar
Created at 11/13/2019 9:57 AM by operations@cfaseattle.org[CASMSTS:username]
Last modified at 11/13/2019 11:31 AM by operations@cfaseattle.org[CASMSTS:username]