Austin Bar Association
816 Congress Avenue, Suite 700
Austin, TX 78701
(512) 473-2720
info@austinbar.org
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Tuesday, April 25 | 11:45 am to 1:30 pm

Estate Planning & Probate Section CLE

Cannon Teleconference Topic: Designing and Administering Estate Plans to Minimize Income Tax

To the extent our estate planning clients care anymore about planning to reduce taxes to be borne by their survivors, it’s all about income tax.  Specifically, it’s about avoiding the compressed income tax brackets and high income tax rates of estates and trusts and achieving a basis step-up for as many assets, and as frequently as possible.  During this program, we will look at:

  • Refined uses of the Clayton QTIP structure
  • Making distributions of ordinary income and capital gain to carry out DNI
  • Ways to dodge the net investment income tax
  • Using powers of appointment and other strategies to accomplish basis step-up

Please join us for this informative session offering continuing education credit.  Frost welcomes your call to assist you and your clients.

 

Location

Frost Bank Tower – Conference Room
401 Congress Ave. - 11th Floor
Austin, 78701
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Costs

Free to Section Members only

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