Product Description

The GST tax is one of the three federal transfer taxes that are the cornerstones of estate planning. While a command of its primary functions, the how’s, the why’s, and the when’s, is essential for any estate planning practitioner, GST can be elusive, and known to be the bane of many a practitioner’s existence; you either love it or you don’t.

This new program focuses on the fundamentals of the tax itself, how to draft when GST planning is, or may be, a primary focus, and how not to draft, all while highlighting tips, tricks, and traps for the unwary and exploring planning techniques to achieve the best GST planning results for your clients.

Agenda & Materials

• 12:00 - 12:35 pm

  Fundamentals, Basic Rules and Definitions

  Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
  Kelly A. Aylward, Esq., Goulston & Storrs, PC , Boston
  John H. Ramsey, Esq., Goulston & Storrs, PC , Boston
  
• 12:35 - 1:10 pm

  Drafting Tips, Tricks, and Traps

  John H. Ramsey, Esq., Goulston & Storrs, PC , Boston
  Kelly A. Aylward, Esq., Goulston & Storrs, PC , Boston
  Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
  
• 1:10 - 1:45 pm

  Planning Concepts, Techniques & Administering the Trust

  Kelly A. Aylward, Esq., Goulston & Storrs, PC , Boston
  John H. Ramsey, Esq., Goulston & Storrs, PC , Boston
  Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
  
• 1:45 - 2:00 pm

  “Ask the Experts” Q&A Session

  Panel
  

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Faculty