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The Mathematics of Estate Tax Planning

By Jonathan E. Braunstein March 14, 2016

Financial advisors are often focused on creating wealth for their clients. However, for the wealthiest among them, preserving that wealth to provide for generations of descendants can be an equally important task.

Financial Advisor IQ Education’s webcast – The Mathematics of Estate Tax Planning – reviews several common estate planning transactions and techniques, breaking down the tax-saving benefits of each. Robert Keebler, a partner with Keebler & Associates, discusses how various trusts and transactions can be used in concert to hedge against certain estate and gift taxes. Among the topics discussed are tax rates and exemptions, GRATS, IDGTs, SCINs and private annuities.

This continuing education webcast has been certified by the CFP for one hour of CE credit. Participants must view the full event and successfully complete the post-event quiz.

Featuring slides and audio and streamed over the Internet, Financial Advisor IQ Education Webcasts present free, in-depth presentations by industry experts. These webcasts are recorded and are available for viewing at your convenience.

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No additional cost; this is included in your Financial Advisor IQ subscription

Robert S. Keebler, Partner, Keebler & Associates

Jonathan E. Braunstein

Let us know if there are any specific topics you would like to hear about or panelists that you want to learn from. Send your suggestions to education@financialadvisoriq.com.