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Ripped from the Headlines: 2010's Once in a Lifetime Estate Planning Opportunities


The transfer tax laws in 2010 are uniquely beneficial and expire at year end.  There are numerous estate planning techniques available to minimize federal estate taxes upon your death that may merit discussion in your situation in light of these expiring benefits. 

This informative seminar will shed light on several of these techniques and help you take advantage of an opportunity that may only be available once in a lifetime.


Gift tax rate for 2010 and future gift and estate tax rates

GRATs and other leveraged gift techniques

Distributing GST Non Exempt Trusts in 2010

What does this mean for you?  Individuals should consider planning opportunities that exist until year end only with current conditions that include no federal estate or generation skipping transfer tax and historically low federal gift tax rates.   

Both sessions will be the same, please attend the session that is most convenient for you and/or your guest(s).

Morning Presentation:
    Registration & Breakfast: 7:30 a.m. - 8:00 a.m.
    Program: 8:00 a.m. - 9:30 a.m.

Afternoon Presentation:
    Registration & Breakfast: 4:00 p.m. - 4:30 p.m.
    Program: 4:30 p.m. - 6:00 p.m.
    Cocktail reception to follow


Greenebaum Doll & McDonald PLLC

3500 National City Tower

101 South Fifth Street

Louisville, Kentucky 40202

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