Tax Series Session 8: GST Tax Planning
Teresa L. Bush, Esq.
October 24, 2024
Description:
This session will introduce a separate type of transfer taxation, known as the generation skipping transfer tax. We will examine the purpose of this tax, when it applies, how it is calculated, and how to utilize the available “GST exemption”.
- Purpose of GST tax
- Generation-skipping transfers – what is taxed?
- GST Exemption and inclusion ratio
- Using the GST Exemption, including reverse QTIP planning
Purchase Course
$50
$50
or get it as part of the following subscription:
Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and
regulatory agencies for a variety of professionals that participate on our teleconferences may still receive
continuing education credit for their participation. If a participant wishes to receive CE credit for their
participation in these teleconferences, they must apply to receive credit on their own and through their
individual states and regulatory authorities. It is the responsibility of the participant to file for CE
credit and is not guaranteed by the webinar sponsors.
Teresa L. Bush, Esq.
Teresa Bush joined InterActive Legal in 2007 and serves as Director of Education and Support Services.
Ms. Bush has been licensed to practice law since 1991, and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration. She began her practice in a small law firm, planning for clients of all levels of wealth. Thereafter, she practiced for a number of years in the Tax Section of Kelly, Hart and Hallman, P.C. in Fort Worth, Texas, and as an estate and gift tax consultant for the Dallas office of Ernst & Young, in both cases focusing on planning for very high net worth clients.
Ms. Bush received her J.D. from the University of Texas School of Law, where she was a research assistant for Professor Stanley M. Johanson. She studied at Edinburgh University and the London School of Economics prior to obtaining a B.A. in Economics and Political Science from Rice University in Houston. While studying abroad, she worked as an intern for a Member of Parliament in the British House of Commons.
Ms. Bush taught legal research and writing as a Teaching Quizmaster in law school, and later taught estate planning extension courses for American College of Financial Services CLU candidates. She has presented several online webinars on estate planning and drafting topics, and is the author or co-author of a variety of estate planning articles.
Purchase Course
$50
$50
or get it as part of the following subscription:
Related Classes
© Copyright 2025 ILS Management LLC d/b/a InterActive Legal; All Rights Reserved