Estate and Tax Issues for Individuals With Taxable Estates

Wealthy individuals with taxable estates – net worth in excess of $5.49 million per individual or $10.98 million per married couple – face significant estate and tax issues. This program will focus on:

• The pitfalls of probate 
• Benefits of a revocable trust
• The “portability” of the federal estate tax exemption
• Succession planning for closely held businesses
• The use of business principles to protect and transfer personal wealth
• Family Limited Partners/Family Limited Liability Companies
• The use of irrevocable trusts to:
  • “replace” the estate tax liability
  • “freeze” the value of your taxable estate
  • “protect” your principal from creditor

The speakers will discuss techniques that are applicable to both the closely held business owner and individuals with a portfolio of investments, including:

• Grantor Retained Annuity Trusts (GRATs)
• Intentionally Defective Irrevocable Trusts (IDITs)
• Qualified Personal Residence Trusts (QPRTs)
• Charitable Remainder Trusts (CRTs)

Speakers: Douglas Robson, Barnes & Thornburg and Marv Hills, Crowe Horwath

Barnes & Thornburg
888 S. Harrison Street
Suite 600
Fort Wayne, IN 46802

Date: Thursday, June 22, 2017

Registration: 2:00 p.m. (Eastern)
Program: 2:30-4:00 p.m.
Reception: 4:00 - 6:00 p.m.

Questions? Please contact Orlanda Hauff at orlanda.hauff@btlaw.com or (260) 425-4676.