03 Federal Trust Planning Taxes

Feb 18, 2024 · 4m 43s
03 Federal Trust Planning Taxes
Description

There are four major types of federal tax to consider when planning your estate: income tax, estate tax, gift tax, and generation skipping transfer tax. This presentation briefly introduces five...

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There are four major types of federal tax to consider when planning your estate: income tax, estate tax, gift tax, and generation skipping transfer tax. This presentation briefly introduces five key concepts and terms related to each tax, namely: Grantor Trust Status, Estate Inclusion, Completed Gift, Basis Adjustment, and Generation Skipping Transfer Tax.
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Author WCAT Radio
Organization WCAT Radio
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