Скачать презентацию Estate Planning Concepts In an Age of Uncertainty
6d2aeacffd297750a7200225c5678251.ppt
- Количество слайдов: 58
Estate Planning Concepts In an Age of Uncertainty 12/15/09 Copyright 2009 Scott Dondershine 1
Introduction 12/15/09 Copyright 2009 Scott Dondershine 2
12/15/09 Copyright 2009 Scott Dondershine 3
12/15/09 Copyright 2009 Scott Dondershine 4
Avoid Probate 12/15/09 Copyright 2009 Scott Dondershine 5
Creditor Protection 12/15/09 Copyright 2009 Scott Dondershine 6
VA Code Section 55 -20. 2 12/15/09 Copyright 2009 Scott Dondershine 7
Dynasty Trusts 12/15/09 Copyright 2009 Scott Dondershine 8
Incapacity Planning 12/15/09 Copyright 2009 Scott Dondershine 9
Taxes, Taxes 12/15/09 Copyright 2009 Scott Dondershine 10
12/15/09 Copyright 2009 Scott Dondershine 11
2001 Tax Act 12/15/09 Copyright 2009 Scott Dondershine 12
Sunset? Why? 12/15/09 Copyright 2009 Scott Dondershine 13
12/15/09 Copyright 2009 Scott Dondershine 14
Phase-out of Tax Rates 12/15/09 Copyright 2009 Scott Dondershine 15
Impact on Gift Taxes 12/15/09 Copyright 2009 Scott Dondershine 16
12/15/09 Copyright 2009 Scott Dondershine 17
Partial Step Up in Basis 12/15/09 Copyright 2009 Scott Dondershine 18
Complicated Basis Rules 12/15/09 Copyright 2009 Scott Dondershine 19
If Modified Rules Continue 12/15/09 Copyright 2009 Scott Dondershine 20
Lot of Confusion 12/15/09 Copyright 2009 Scott Dondershine 21
How to Plan? 12/15/09 Copyright 2009 Scott Dondershine 22
Survey Says! 12/15/09 Copyright 2009 Scott Dondershine 23
Senate/House Bills 12/15/09 Copyright 2009 Scott Dondershine 24
Timing of Change 12/15/09 Copyright 2009 Scott Dondershine 25
Retroactive Effect 12/15/09 Copyright 2009 Scott Dondershine 26
Where Go From Here? 12/15/09 Copyright 2009 Scott Dondershine 27
A/B Trust – Slide I 12/15/09 Copyright 2009 Scott Dondershine 28
A/B Trust – Slide 2 12/15/09 Copyright 2009 Scott Dondershine 29
Family Trust 12/15/09 Copyright 2009 Scott Dondershine 30
Marital Trust 12/15/09 Copyright 2009 Scott Dondershine 31
12/15/09 Copyright 2009 Scott Dondershine 32
12/15/09 Copyright 2009 Scott Dondershine 33
ILIT - Basics 12/15/09 Copyright 2009 Scott Dondershine 34
ILIT – Flexibility 12/15/09 Copyright 2009 Scott Dondershine 35
Charitable Remainder Trusts 12/15/09 Copyright 2009 Scott Dondershine 36
Replace Lost Principal of CRT 12/15/09 Copyright 2009 Scott Dondershine 37
GRATs 12/15/09 Copyright 2009 Scott Dondershine 38
GRATs (Slide II) 12/15/09 Copyright 2009 Scott Dondershine 39
Gifts 12/15/09 Copyright 2009 Scott Dondershine 40
12/15/09 Copyright 2009 Scott Dondershine 41
Provide a Market for Shares 12/15/09 Copyright 2009 Scott Dondershine 42
12/15/09 Copyright 2009 Scott Dondershine 43
12/15/09 Copyright 2009 Scott Dondershine 44
12/15/09 Copyright 2009 Scott Dondershine 45
12/15/09 Copyright 2009 Scott Dondershine 46
12/15/09 Copyright 2009 Scott Dondershine 47
12/15/09 Copyright 2009 Scott Dondershine 48
Business Succession 12/15/09 Copyright 2009 Scott Dondershine 49
Cross-Purchase Type 12/15/09 Copyright 2009 Scott Dondershine 50
Redemption Type 12/15/09 Copyright 2009 Scott Dondershine 51
Transfer for Value Pitfall 12/15/09 Copyright 2009 Scott Dondershine 52
Who Pays Premiums? 12/15/09 Copyright 2009 Scott Dondershine 53
Who Owns Policy? 12/15/09 Copyright 2009 Scott Dondershine 54
12/15/09 Copyright 2009 Scott Dondershine 55
Summary – Buy-Sell 12/15/09 Copyright 2009 Scott Dondershine 56
Other Issues 12/15/09 Copyright 2009 Scott Dondershine 57
The End 12/15/09 Copyright 2009 Scott Dondershine 58