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Search for episodes from HS 334 Video: Estate Planning Applications with a specific topic:

Latest episodes from HS 334 Video: Estate Planning Applications

12-9 Explain the concept of the power of appointment as it relates to the estate planning eff ort

Play Episode Listen Later Jan 16, 2015 4:41


concept explain appointments estate planning relates
5-6 Explain how a wealthy individual can meet estate reduction goals through the use of a GRAT.

Play Episode Listen Later Jan 16, 2015 3:19


goals individual explain estate wealthy reduction grat
4-4 Describe the methods used to value the following assets

Play Episode Listen Later Jan 16, 2015 2:34


methods assets describe
12-7 Understand the tax implications of using an irrevocable living trust

Play Episode Listen Later Dec 30, 2014 1:29


irrevocable tax implications living trusts
13-4 Explain why nonqualified deferred compensation is such a useful technique

Play Episode Listen Later Dec 29, 2014 3:27


explain technique compensation deferred nonqualified
13-2 Describe the issues concerning the choice of benefi ciary for qualifi ed plans and IRA

Play Episode Listen Later Dec 29, 2014 3:10


describe qualifi
8-6 Discuss the mechanics of a pooled-income fund

Play Episode Listen Later Dec 29, 2014 1:53


mechanics pooled income fund
7-3 Discuss the reasons why a donor may be interested in making a con-tribution

Play Episode Listen Later Dec 29, 2014 1:33


donor
11-1 Estate Planning for Non-U.S. Citizens Overview

Play Episode Listen Later Dec 29, 2014 6:53


citizens estate planning
10-1 Community Property—Its Implications on Estate Planning

Play Episode Listen Later Dec 29, 2014 1:52


implications estate planning community property
4-5 Explain special-use valuation and discuss the prerequisites to its election

Play Episode Listen Later Dec 29, 2014 3:27


elections explain valuations prerequisites
6-8 Explain how the sale of property to an intentionally defective grant-or trust (IDGT) might be eff ective as a wealth transfer technique

Play Episode Listen Later Dec 29, 2014 2:04


trust sale property explain technique intentionally defective wealth transfer
8-9 Describe the conservation contributions eligible for tax deductions

Play Episode Listen Later Dec 8, 2014 2:25


conservation describe contributions eligible tax deductions
8-4 Describe the distinctions between a CRAT and a CRUT

Play Episode Listen Later Dec 8, 2014 4:12


describe distinctions crat crut
8-8 Describe the use of the charitable lead trust.

Play Episode Listen Later Dec 8, 2014 2:12


trust describe charitable
8-5 Describe how a contribution of a CRT can be enhanced with life insur-ance through a wealth replacement trust

Play Episode Listen Later Dec 8, 2014 1:57


trust wealth replacement describe contribution enhanced
8-7 Describe the advantages of charitable gift annuities

Play Episode Listen Later Dec 8, 2014 1:19


advantages describe charitable gift annuities
7-6 Describe the requirements for a federal income tax charitable deduction

Play Episode Listen Later Dec 8, 2014 3:15


requirements describe federal income tax charitable deduction
7-8 Discuss the life insurance and other liquidity planning opportunities for charitable giving

Play Episode Listen Later Dec 8, 2014 3:58


opportunities planning life insurance liquidity charitable giving
8-3 Discuss the general guidelines for a charitable remainder trust (CRT)

Play Episode Listen Later Dec 8, 2014 2:26


guidelines charitable remainder trusts
8-2 Discuss the contribution of a remainder interest in a personal residence or farm

Play Episode Listen Later Dec 8, 2014 1:25


personal farm residence contribution remainder
8-1 Sophisticated Methods of Charitable Giving Overview

Play Episode Listen Later Dec 8, 2014 1:15


methods sophisticated charitable giving
7-7 Discuss the rules for substantiating and valuing charitable contribu-tions.

Play Episode Listen Later Dec 8, 2014 1:13


valuing charitable contribu
7-4 Describe the requirements for a federal estate tax charitable deduction.

Play Episode Listen Later Dec 8, 2014 1:52


federal requirements describe estate tax charitable deduction
14-3 Understand why the concept of estate liquidity is pertinent in the overall estate planning process

Play Episode Listen Later Dec 8, 2014 5:26


concept estate planning liquidity pertinent
14-4 Discuss how patterns of distribution fit into the written estate plan

Play Episode Listen Later Dec 8, 2014 1:31


patterns distribution estate plan
7-5 Describe the requirements for a federal gift tax charitable deduction.

Play Episode Listen Later Dec 8, 2014 0:49


federal requirements describe charitable deduction
7-1 The Basics of Charitable Giving Overview

Play Episode Listen Later Dec 8, 2014 1:28


basics charitable giving
7-2 Discuss the types of donations that can be made

Play Episode Listen Later Dec 8, 2014 0:36


types donations
14-2 Explain the concept of excessive transfer costs

Play Episode Listen Later Dec 8, 2014 5:07


concept costs explain excessive
13-7 Discuss how traditional split-dollar agreements can be structured to avoid inclusion in the insured’s gross estate

Play Episode Listen Later Dec 8, 2014 2:10


inclusion traditional split dollar estate gross agreements structured insured
14-1 Procedural Principles of Estate Planning

Play Episode Listen Later Dec 8, 2014 2:50


principles estate planning procedural
13-5 Describe how the death-benefit-only plan operates

Play Episode Listen Later Dec 8, 2014 1:09


describe operates death benefit
13-8 Discuss the advantages of Sec. 162 bonus life insurance plans

Play Episode Listen Later Dec 8, 2014 1:26


advantages life insurance
13-6 Describe how group term life insurance can avoid inclusion in the insured’s gross estate

Play Episode Listen Later Dec 8, 2014 1:06


inclusion estate gross describe insured term life insurance
13-1 Estate Planning Implications of Employee Benefits Overview

Play Episode Listen Later Dec 8, 2014 5:04


implications estate planning employee benefits
13-3 Discuss the opportunities for life insurance in conjunction with re-tirement plans.

Play Episode Listen Later Dec 8, 2014 1:04


opportunities life insurance conjunction
12-8 Describe the tax imposed on generation-skipping transfers

Play Episode Listen Later Dec 8, 2014 4:56


generation describe transfers skipping imposed
12-4 Discuss the subtle differences between the income, gift, and estate tax impact of transfers to trusts

Play Episode Listen Later Dec 8, 2014 3:59


income differences transfers subtle trusts estate tax
12-6 Understand the nontax advantages and disadvantages of using an irrevocable living trust.

Play Episode Listen Later Dec 8, 2014 1:16


disadvantages irrevocable living trusts
12-5 Discuss the effect of a reciprocal transfer in trust.

Play Episode Listen Later Dec 8, 2014 0:54


trust reciprocal
12-3 Describe the grantor trust rules

Play Episode Listen Later Dec 8, 2014 2:09


trust describe grantor

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