GST Planning - Getting it Right
GST Planning - Getting it Right
Are you assisting your clients with their gifts and bequests to their grandchildren? In a taxable estate, these gifts are subject to the generation skipping tax. And, if these gifts are being made in a lifetime trust, you might want to provide advice that would protect that trust from estate taxes for the next 365 years. Tim Riley will talk about how to structure these gifts from the initial client communication, through proper filing of the Form 709.
Timothy Riley
Partner
Holland & Hart
With deep experience representing clients before the Internal Revenue Service, Mr. Riley brings unique skills to bear on his clients' estate and family business planning issues. His intimate knowledge of tax code allows him to help his clients structure their wealth so that it grows while maintaining compliance with tax law.
Mr. Riley focuses mainly in estate and family business planning, tax-exempt entities and probate, as well as the areas of trust administration, and corporate law.
