Beyond the GST of It: A Deeper Look at GST Trusts and the Automatic Allocation of GST Exemption to Lifetime Indirect Skip Transfers
In observance of Rosh Hashanah, September 23, 2025, the Council will be meeting one week earlier.
Understanding the rules governing Generation-Skipping Transfer (GST) trusts is critical for life insurance and estate planning professionals. This advanced course offers a practical, in-depth examination of GST trusts, the application of automatic GST exemption allocation to lifetime indirect transfers, and guidance on navigating elections and reporting requirements effectively. Through real-world examples and case studies, attendees will gain clarity on complex trust structures and tax rules that often cause confusion and costly mistakes in practice.
This course has been approved for continuing education for Attorneys, CPA's, Trust Officers, and Professional Fiduciaries. The CA Department of Insurance has also approved this course for 1-HR Life Insurance CEU / Course: 392811 and is pending review for 1-HR CEU with the CFP Board of Standards.
Stefanie J. Lipson is a partner in the Private Client Services group at Greenberg Glusker, where she leads the Family Office Advisory practice.
Stefanie provides comprehensive counsel to domestic and international families, family offices, real estate and tech entrepreneurs, high-profile entertainment figures, private investors, and closely held business owners and founders in all aspects of personal wealth, tax, estate, and succession planning.
Stefanie has been recognized in Chambers' High Net Worth Guide in the area of Private Wealth Law in 2020 and 2021, featured in The Best Lawyers in America® since 2021, and recognized in Super Lawyers' Southern California Rising Stars list.
DINNER MEETING SPONSOR
