Estate and Tax Issues for Individuals With Taxable Estates


Wealthy individuals with taxable estates – net worth in excess of $5.49 million per individual or $10.98 million per married couple – face significant estate and tax issues. This program will focus on:

  • The pitfalls of probate
  • Benefits of a revocable trust
  • The “portability” of the federal estate tax exemption
  • Succession planning for closely held businesses
  • The use of business principles to protect and transfer personal wealth
  • Family Limited Partners/Family Limited Liability Companies
  • The use of irrevocable trusts to:
    • “replace” the estate tax liability
    • “freeze” the value of your taxable estate
    • “protect” your principal from creditor

The speakers will discuss techniques that are applicable to both the closely held business owner and individuals with a portfolio of investments, including:

  • Grantor Retained Annuity Trusts (GRATs)
  • Intentionally Defective Irrevocable Trusts (IDITs)
  • Qualified Personal Residence Trusts (QPRTs)
  • Charitable Remainder Trusts (CRTs)

Speakers: Douglas Robson, Barnes & Thornburg and Marv Hills, Crowe Horwath

Barnes & Thornburg
888 S. Harrison Street
Suite 600
Fort Wayne, IN 46802

Date: Thursday, June 22, 2017

Registration: 2:00 p.m. (Eastern)
Program: 2:30-4:00 p.m.
Reception: 4:00 - 6:00 p.m.

Questions? Please contact Orlanda Hauff at or (260) 425-4676.