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Heckerling Institute on Estate Planning

Richard will deliver a main stage presentation and workshop on Lifetime QTIPs at the 50th Annual Heckerling Institute on Estate Planning in Orlando, Florida.  Lifetime QTIPs are increasingly the strategy of choice for exclusion use, but these versatile trusts also facilitate minority interest valuation savings, asset protection, gift tax valuation protection, sales to defective "grantor" trusts, and more.  This session will provide ideas for specific uses of lifetime QTIPs and practical implementation guidance.

Earlier Event: September 18
Florida Fellows Institute
Later Event: January 14
Heckerling Institute on Estate Planning