Webinar - Tricky GST Issues

Date: Wednesday, October 19, 2016
Time: 11:45am - 1:30pm
Location: TCI Wealth Advisors, Inc., 4011 E. Sunrise Dr.
Speaker: David A. Handler, JD, AEP® (Distinguished)

Space is limited to 30 people
 

11:45 - Noon
Check-In

Please feel free to bring your lunch to eat during this time and/or during the webinar.

12:00 - 1:00
Webinar

1:00 - 1:30
Discussion

Post webinar discussion amongst attendees is encouraged. Anyone who is attending is welcome to volunteer to facilitate the discussion.


TCI Wealth Advisors, Inc.
4011 E. Sunrise Dr.
520.733.1477

1 hour of continuing education credit

 

The member fee to attend a webinar hosted by SAEPC is $20 per webinar. This discounted fee is an added benefit to being a SAEPC member.

 If you purchased the Webinar Series Subscription with your membership renewal, all you need to do is RSVP via email to admin@SAEPC.org if you will be attending. You will be sent a return email confirmation.

If you did not purchase the Webinar Series Subscription, please RSVP  here and pay the $20 fee to attend this webinar OR  you also have the option to purchase the Webinar Series Subscription. You will be sent a return email confirmation.
 

This intermediate to advanced program will explain some of the more complex rules surrounding allocation and use of the GST exemption and the GST Tax, and how to apply those rules and minimize the tax. Mr. Handler will cover "Everyday" scenarios that will apply to most estate planners. 


DAVID A. HANDLER is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP.  Mr. Handler is a fellow of the American College of Trust and Estate Counsel (ACTEC), a member of the NAEPC Estate Planning Hall of Fame as an Accredited Estate Planner (Distinguished), and a member of the professional advisory committees of several non-profit organizations, including the Chicago Community Trust, The Art Institute of Chicago, The Goodman Theatre, WTTW11/98.7WFMT (Chicago public broadcasting stations) and the Jewish Federation of Metropolitan Chicago.  He is one of only 16 U.S. lawyers (as of 2015) ranked in “Band 1” by Chambers USA in the Wealth Management category, is listed in The Best Lawyers in America©, (Trusts and Estates) and its 2015 Trusts and Estates “Chicago Lawyer of the Year”, in the Guide to the World’s Leading Trusts and Estates Practitioners, in Who’s Who Legal: Private Client, received the Austin Fleming Distinguished Service Award from the Chicago Estate Planning Council in 2015 and was identified as one of the top 100 lawyers in Illinois in the 2006 list of “Illinois Super Lawyers.”  Leading Lawyers Magazine has listed David as one of the “Top Ten Trust, Will & Estate” lawyers in Illinois as well as a “Top 100 Consumer” lawyer in Illinois. David was named a Trusts & Estates Trailblazer by The National Law Journal in 2016.  He is an Editorial Advisory Board Member of Trusts & Estates Magazine for which he has written the monthly “tax update” column for more than 10 years.

**Program materials will be available here, 24 hours before the start of the program.

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