This registration page may not work well in Internet Explorer. Please use a different browser to complete your registration.

2024 Fall - Estate Planning CLE

September 20, 2024 8:00 AM - 12:00 PM (CDT)

Description

Presenter: Jonathan Blattmachr

The Magic of Grantor Trust. Grantor trusts are the backbone of many estate planning strategies from sales to trusts that are out of the owner's gross estate without causing gain recognition to building wealth for others without income tax. This presentation will go over the fundamentals and fine point of grantor trusts and how to make them work best for clients.

Flexible Beneficiary Trusts. A trust is the most powerful weapon a planner can hand clients. A grantor trusts typically is the number 1 choice. But once the grantor dies, the grantor trust status ends. In addition, there are several reasons not to use a grantor trust. The price paid for using a trust (which is not a grantor trust) is the high and immediately income tax bracket that the trust will face. This presentation will explain the ways trusts can be used while avoiding these high income tax brackets.

Self-Settled Trusts. Planners often face a dilemma: Getting assets out of a client's estate but not obtaining the income tax free step-up in basis upon the death of the former owners. This presentation will explain how to accomplish both either by attacking Rev Rul 2023-2 of through other means.

Time

Check-in will begin at 8 am

Pricing

This CLE is free to all members of the State Bar of South Dakota and the Sioux Falls Estate Planning Council. 

View Event

Contact Information

State Bar of South Dakota
Name: Tracie Bradford
Phone: (605) 224-7554
Email: tracie.bradford@sdbar.net
We're sorry. No registrations are currently available. You may wish to contact the event organizer for assistance.
{{ vm.EventInfo.ErrorMessage }}

Select Registration Options

Edit
{{vm.regWarningMessage}}
{{vm.regAlertMessage}}

Exhibitor Opportunities

Name Price Att Qty
{{ et.Name }}
{{ et.IncludedAttendeesCount }} {{ et.AttendeeRegType.RemainingPerType }} Remaining {{ et.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ et.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ et.Remaining }} Remaining
 Sold out

Attendee Registration Options Total Remaining: {{ vm.EventInfo.VacantSpotsPerEvent }}

Waiting List Available
{{ vm.stats.totalAttendeesCount }} Registered , {{ vm.OverallOverAmount() }} on Waiting List , {{ vm.OverallOverAmount() }} Over Limit
Name Price Qty
{{ rt.Name }}
{{ rt.IsMemberOnly ? ' (Members Only)' : '' }}
Limit: {{ rt.LimitPerPurchase }}
Included Attendees: {{ rt.AttendeesCountPerOneRegistration }}
{{rt.Price | currency }} {{rt.PriceAfterDiscount | currency }} {{ rt.Price | currency }}
{{ rt.RemainingPerType }} Remaining
{{ rt.RemainingPerType * -1 }} on Waiting List
{{ rt.RemainingPerType * -1 }} Over Limit

{{'[[Sponsorship]] Opportunities' | localizeString:'['}}

Name Price Att Qty
{{ st.Name }}
{{ st.IncludedAttendeesCount }} {{ st.AttendeeRegType.RemainingPerType }} Remaining {{ st.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ st.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ st.Remaining }} Remaining
 Sold out
Continue

Registration Information

Edit

Exhibitor - {{er.Name}}

Exhibitor #{{ $index + 1 }}

Total: {{exhibitor.TotalPrice | currency}} {{ exhibitor.IsBenefit ? "- Included as a Benefit" : exhibitor.IsDiscounted ? "- Discounts have been applied" : ""}}
Exhibitor Directory
Primary Contact
Booth Information
Additional Information
Additional Items

Attendee - {{er.Name}}

{{ att.getAttendeeTerm(vm.EventSettings.AdditionalAttendeesTerm, $index) }} #{{ att.getAttendeeIndexDisplay(vm.EventSettings.AdditionalAttendeesTerm, $index) }}

Total: {{att.TotalPrice | currency}} {{att.DiscountMessage | localizeString:'['}}
A No Show fee is being assessed for {{fee.EventName}} on {{fee.EventStartLocalTimeString}}.
More Information Less information

Address

Phone

Additional Information
Event Sessions

{{slot.Name}}

{{$select.selected.SessionName}}
(full)
{{slot.SelectedSession.SessionDescription + (slot.HasFees ? " (Price: " + (slot.PriceTotal | currency) +")" : "")}}
Additional Items

{{'[[Sponsorship+]]' | localizeString:'['}} - {{er.Name}}

{{'[[Sponsor]]' | localizeString:'['}} #{{ $index + 1 }}

Total: {{sponsor.Price | currency}}
Continue

Additional Items

Edit

{{(vm.EventInfo.Terms.Donation || "Fundraising") + " Opportunities"}}

Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description + (item.ShowMinimumPrice && item.MinimumPrice ? " (Min: " + item.MinimumPrice + ")" : "")}}
Continue

Complete Registration

Edit

Terms & Conditions

No Show Policy

{{ vm.EventInfo.EventSettings.NoShowPolicy }}

Enter Promo Code
This event is synced to a webinar so no confirmation email will be sent from GrowthZone.

Thank you to our {{'[[Sponsor+]]' | localizeString:'['}}