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Estate Planning for Wealthy Clients in Louisiana (EPC15)
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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.

8/6/2015
When: 08/06/2015
8:30 AM until 4:30 PM
Where: Hilton Shreveport
104 Market Street
Shreveport, Louisiana 
United States
Presenter: Ray Ladouceur


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Early Bird Fees (through 7/22)
Members $289
Non-Members $389
After 7/22/15, add $50 to your fee.

CPE: 8 hours
Level: Intermediate
Vendor: LADOUCEUR
Category: Taxation
Prerequisites: Basic understanding of estate and gift taxation.
Advanced prep: None

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.

Objectives
To review various planning strategies aimed at Louisiana residents with modest and taxable estates.

Major Topics
• Explanation of the current estate and gift tax rules
• How to make the portability election for any decedent
• How to increase tax basis • 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
• Medicaid planning considerations

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