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GS 815 Audio: Advanced Estate Planning

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Episodes

  1. 12-1 Identify the planning techniques that provide unique opportunities for unmarried couples.

  2. 12-2 Describe the distinctions that exist for unmarried couples.

  3. 12-3 Discuss the special estate planning issues that affect elderly clients.

  4. 12-4 Describe the vehicles for managing the financial matters of elderly clients.

  5. 12-5 Describe the issues related to health care decisions for elderly clients.

  6. 12-6 Discuss the premortem estate planning techniques that facilitate the reduction of the gross estate.

  7. 12-7 Discuss the use of "living benefits" of a life insurance policy.

  8. 11-1 Discuss the tax treatment of sales of a business for an installment note.

  9. 11-10 Identify the procedural corporate law considerations that should be followed in setting up a buy-sell agreement.

  10. 11-11 Explain how a family buy-sell agreement must be structured to satisfy the requirements of Sec. 2703.

  11. 11-12 Discuss how stock redemptions can be used to provide estate liquidity.

  12. 11-13 Discuss the deductibility of expenses incurred with respect to borrowing or selling estate assets to provide estate liquidity.

  13. 11-14 Discuss the benefits of deferring estate taxes under Sec. 6166.

  14. 11-15 Identify the requirements for an estate to qualify under Sec. 6166 for deferral of estate taxes.

  15. 11-2 Describe the impact of an installment note on the seller's estate.

  16. 11-3 Discuss the estate planning uses of a self-canceling installment note (SCIN).

  17. 11-4 Identify the benefits of a sale of a business for a private annuity.

  18. 11-5 Describe the tax treatment of a private annuity.

  19. 11-6 Describe the basic types of insured buy-sell agreements.

  20. 11-7 Discuss the advantages and disadvantages of the corporate purchase or entity buy-sell agreement.

  21. 11-9 Explain why it is important in planning a buy-sell agreement to get the consent of the nonshareholder spouse in a community-property state.

  22. 11-8 Discuss the advantages and disadvantages of the cross-purchase buy-sell agreement.

  23. 10-1 Discuss the eligibility rules for making an S election for tax purposes.

  24. 10-2 Describe the types of trusts eligible to hold S corporation stock.

  25. 10-3 Outline the general rules for the income tax treatment of an S corporation and its shareholders.

  26. 10-4 Discuss the tax treatment of distributions to S corporation shareholders.

  27. 10-5 Discuss the treatment of S corporation income following a transfer of stock.

  28. 10-6 Briefly describe the income tax treatment and penalty taxes that apply to C corporations.

  29. 10-7 Describe the tax treatment of distributions to C corporation shareholders.

  30. 10-8 Explain the rules for qualifying for an exclusion from gain on the sale of small business stock.

  31. 9-1 Explain the valuation discounts for minority interests and lack of marketability.

  32. 9-10 Discuss the advantages of an LLC.

  33. 9-2 Discuss the other factors that may affect an entity's value.

  34. 9-3 Summarize the advantages and pitfalls of owning property in a family entity.

  35. 9-4 Identify the advantages of a family limited partnership (FLP).

  36. 9-5 Discuss the structure of an FLP with respect to control, management, and withdrawalof general and limited partners.

  37. 9-7 Explain the application of the special valuation rules to an FLP.

  38. 9-9 Describe the structure of a limited liability company (LLC).

  39. 9-6 Describe the valuation discount for gift and estate tax purposes for interests in an FLP.

  40. 9-8 Discuss the income taxation of an FLP and its partners.

  41. 8-1 Briefly discuss the transfer tax implications of charitable donations.

  42. 8-10 Identify the possible circumstances in which a charitable lead trust (CLT) might be recommended.

  43. 8-11 Describe the design considerations of a CLT.

  44. 8-12 Review the tax ramifications of a CLT.

  45. 8-13 Describe the structure of a donation through a charitable gift annuity (CGA).

  46. 8-14 Discuss the tax consequences of a CGA.

  47. 8-15 Identify the reasons why an individual might create a private foundation.

  48. 8-16 Discuss the tax penalties under the private foundation rules.

  49. 8-17 Discuss the potential uses of a CRT or CLT for a donor who is not necessarily charitably inclined.

  50. 8-2 State the general rule for donations of split interest in property.

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