Advanced Estate Planning for Large Estates: FLPs, Dynasty Trusts, SLATs, CRUTs/CRATs, Gift-Sales, Non-Grantor Trusts

Andrew S. Katzenberg will co-present a panel discission featuring “Advanced Estate Planning for Large Estates: FLPs, Dynasty Trusts, SLATs, CRUTs/CRATs, Gift-Sales, Non-Grantor Trusts” on Thursday, February 27, 1:00pm-2:30pm EST. The panel will explore strategic approaches to leveraging various trusts, family limited partnerships, charitable giving vehicles, and other techniques designed to enhance estate planning for substantial estates. Additionally, the panel will delve into income tax basis planning, strategies for preserving basis adjustments, gift strategies, modifications to formula clauses in existing estate documents, and considerations regarding state tax issues.

Some of the key issues this panel will review include:

• What are the challenges and available opportunities for estate planning for large estates?
• How can a family limited partnership be used as part of an estate plan?
• What are the available gift strategies?
• What are the available charitable planning techniques and structures?
• What are the available mixed gift-sale opportunities and how are they helpful/when should they be used?
• Which structures allow you to continue to access transferred assets?
• What are the state tax issues and methods to limit their impact?
• How can non-grantor trusts be utilized?

This panel will highlight how estate planning for significant estates concentrates on specialized wealth transfer strategies. These are vital for securing optimal tax benefits at both federal and state levels, preventing family conflicts, minimizing estate expenses, and preserving wealth.