Bootcamp: Estates, Gifts and Trusts is designed to provide the participants with an in-depth understanding of the multiple levels of taxation encountered in the area of estates, gifts and trusts. The material covers a range of topics from basic planning to detailed requirements of the asset transfer process. The interactive approach includes lecture and group activities as well as comprehensive case studies.

• Build an understanding of the steps and requirements when a client dies.
• Develop a foundation for the planning and information flow of asset transfers.
• Explore the use of trusts in the Estate and Probate planning arena and the income taxation issues that arise within.
• Review the tax principles of generation-skipping transfers.
• Introduce the complex nature and intricate uses of grantor trusts.
• Explore the advanced tax issues encountered in asset transfers during life and at death.