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Washington, D.C. Estate Planning Council

Richard will reprise his presentation, Lifetime QTIPs - Why They Should be Ubiquitous in Estate Planning, from the 50th Heckerling Institute on Estate Planning, where he explained that 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.  He will provide creative ideas for specific uses of lifetime QTIPs and practical implementation guidance.  Richard will also explore the asset protection uses of Lifetime QTIPs and post-divorce income tax implications that must be considered when establishing a lifetime QTIP.  This breakfast will be hosted by Greenberg Traurig in Tysons Corner, Virginia.