Generation Skipping Transfer Tax

Generation Skipping Transfer Tax

Randy Pople, CFP, AEP, Pople Financial Consulting

The GST tax is designed to ensure that property is subject to U.S. Transfer Tax at each generational level. Understanding the GST tax and allocation can provide the planner working with wealthy clients the ability to greatly increase wealth passed down generation to generation. This session was designed to equip the planner with the knowledge to do just that.

Download Handbook Here: Handout Generation Skipping Transfer Tax