Advanced Estate Planning Strategies


Advanced estate planning strategies employ the use of family entities, including family limited partnerships, family limited liability corporations, and family offices. To be effective in advanced estate planning, you must have an awareness and knowledge of these strategies, as well as the accompanying law and regulations.

Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers advanced estate planning strategies and the various types of generational skipping transfers, so you can provide reasoned recommendations to your clients.


Recall the benefits of family entities. Identify the party that receives asset protection through a family limited partnership. Identify the basis for a remainder beneficiary of a GRAT. Recall the technique used by a senior generation of a family to gift property to a younger generation. Recognize the effect a term of years has on the valuation of a taxable gift to a QPRT. Distinguish among the various types of generation skipping taxable transfers. Calculate the inclusion ratio for a generation-skipping transfer.


Advanced estate planning strategies Generation-skipping transfer tax

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Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


2.5 CPE Credits
Specialized Knowledge: 2.5 Credits


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    Thomas Tillery