ETS Seminar for Donors


The Estate Tax Strategies seminar for prospective donors covers many important tax-saving estate planning topics, including the following:

  • How to plan your estate to provide the best plan for you, your spouse, your children and your grandchildren.
  • How to plan the single person's estate to provide protection in the event of disability.
  • How to eliminate the federal estate tax.
  • How to increase the unified tax credit from $1,000,000 to $10,000,000.
  • How to increase the generation skipping exemption from $1,000,000 to $10,000,000.
  • How to avoid probate.
  • How to provide an estate tax-free inheritance for your children, grandchildren and other heirs.
  • How to evaluate advantages/disadvantages of jointly held property.
  • How to evaluate the use of trusts to provide management of assets.
  • How to select the executor of your estate and avoid excessive expenses.
  • How to develop a plan that provides maximum benefit for your charitable interests as well as for your loved ones.
  • How to make the latest tax law changes and proposals work for you.
  • How to keep the family business in the family and eliminate estate tax.
  • How to evaluate family limited partnerships and determine whether they are an expensive fad or a tax-saving solution.

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© Winton Smith Jr. 2003