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Estate Planning for Wealthy Clients in Louisiana (EPC14)
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This course will focus on the interplay between federal rules as applied to a typical Louisiana resident subject to state community property law, and will explore various inter vivos and post-death planning strategies to reduce the effect of transfer taxes.

11/3/2014
When: 11/3/2014
8:30 am until 4:30 pm
Where: LCPA Training Center
2400 Veterans Memorial Blvd
Ste 500
Kenner, Louisiana  70062
Presenter: Raymond Ladouceur


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The course will focus on the interplay between federal rules as applied to a typical Louisiana resident subject to state community property law, and will explore various inter vivos and post-death planning strategies to reduce the effect of transfer taxes.

 

Objective: To review various planning strategies aimed at clients with federal taxable estates.

 

Highlights:

  • Explanation of the current estate and gift tax rules
  • How to make the portability election for any decedent
  • Planning opportunities using private annuities and trusts
  • Using the marital deduction: trust v. usufruct
  • Planning for qualified plans and IRAs
  • Using life insurance trusts
  • Use of fixed value donations to reduce the gross estate
  • Proper use of family limited partnerships
  • Using dynasty and grantor trusts
  • Post-death disclaimers
  • Planning around forced heirship and claims of creditors
  • Post-mortem elections

 

Requisite Knowledge: Basic understanding of estate and gift taxation.

 

Speaker: Raymond Ladouceur
Vendor: Raymond Ladouceur
Field of Study: Taxation
Level: Intermediate
CPE Credits: 8

 

Registration Fees:

 

Members

CPA Non-Members

Early Bird (through 10/19)

$276

$376

Standard (after 10/19)

$326

$426

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Society of Louisiana
Certified Public Accountants

2400 Veterans Memorial Blvd., Suite 500
Kenner, LA 70062-4739

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