Join us February 11, 2016 at the Atlanta FSP Chapter Meeting!
Online Registration is closed.
"A Review of 2015 Estate Planning Developments and the Impact on Life Insurance" presented by Doug Duncan
1 Hour GA Insurance- CFP and GA Bar-Applied For
Outline of Presentation
Section I. - Non-Tax Developments
A. Validity of a Beneficiary Designation
B. COURT TREATS STOLI PROMOTERS HARSHLY
C. RIGHTS TO POLICY PROCEEDS
D. SAME-SEX MARRIAGE
Section II. - Tax Related Developments
A. PATH ACT PROVISIONS
B. CAPTIVE INSURANCE COMPANIES
C. BASIS CONSISTENCY RULE
E. TRANSFER TAX DEVELOPMENTS
1. Valuation of Land Parcels - Estate of Pulling v. Commissioner
2. Gift Tax Annual Exclusion
3. Intra-Family Sales for Promissory Notes
4. Estate Tax Closing Letters
5. State Death Tax Issues
F. INCOME TAX DEVELOPMENTS
1."Incomplete Non-Grantor Trusts"
2. State Income Taxation of Trusts
3. Charitable Remainder Trusts
4. Charitable Planning in Sale of S Corporations
FSP Atlanta is looking for sponsors for February 11th's Chapter Meeting. Please email admin@fspatlanta.org to sponsor!
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