Heckerling Nuggets: Grantor Trusts, The Quest for Basis, and More!

SKU: EST2800

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About This Course

In this CLE program, Martin M. Shenkman will review the most significant issues and strategies addressed at the 2015 Heckerling Institute, including:

  • The impact of President Obama’s Legislative Proposals
  • The Shift Towards Basis Step-Up Planning (and Overlooked Ways to Obtain that Step-Up)
  • The Perpetuities “Problem” (and What to Do About It)
  • Do DAPTs, NINGs, and DINGs Work?
  • The QTIP “Division” Technique
  • The Latest “Trust Protectors”
  • The Newest Grantor Trust “Twists”
  • And much, much more!

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