eCourse
Lifetime Planning with QTIP Trusts
Contains material from Jan 2025
Lifetime Planning with QTIP Trusts
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Helping a surviving spouse utilize the assets held inside a qualified terminable interest property ("QTIP") trust can present unique opportunities but it is not without significant obstacles. Hear the latest on this important planning area, including updates from the Tax Court in the Anenberg and McDougall cases.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 1.00
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2026
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1.
Lifetime Planning with QTIP Trusts (Jan 2025)
Keri D. Brown
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Session 1 —58 mins 1.00
Lifetime Planning with QTIP Trusts (Jan 2025)
Helping a surviving spouse utilize the assets held inside a qualified terminable interest property ("QTIP") trust can present unique opportunities but it is not without significant obstacles. Hear the latest on this important planning area, including updates from the Tax Court in the Anenberg and McDougall cases.
Originally presented: Dec 2024 Estate Planning Workshop
Keri D. Brown,
Baker Botts LLP - Houston, TX