This document is a detailed presentation by Ellen K. Harrison at the ACTEC Regional Meeting in Annapolis, Maryland, on September 11-12, 2004. It covers various tax planning strategies, including income tax, gift tax, estate tax, and generation-skipping transfer tax strategies. The presentation includes detailed examples and proposals for minimizing taxes through trusts, partnerships, and other financial instruments. Key topics include Basis Step Up Trusts, Fixed Term NIMCRUT, Dynasty Trusts, and more.
documents/EFTA01104587.pdf
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