Back to Stack-tacular: The Who, What, When, and Why for Qualified Small Business Stock Trust Planning
Stack-tacular: The Who, What, When, and Why for Qualified Small Business Stock Trust Planning 1.00 Credit

Stack-tacular: The Who, What, When, and Why for Qualified Small Business Stock Trust Planning (December 2024)

  • ON-DEMAND SEMINAR

Presented in partnership with the WSBA Real Property, Probate and Trust Section
Visit the section's webpage to learn more or click here to join.

Learn about the specifics of how Qualified Small Business Stock (QSBS) works and how stacking and packing can be used for income tax planning. Additionally, we’ll delve into which client profiles fit for QSBS planning, not just the income tax avoidance strategies that can be achieved through trust planning but also how QSBS trust planning can be a part of a larger estate plan.

Original Program Date: December 18, 2024
Product Code: 25497-5VIDEO

Credits:
1.00 Law & Legal Procedure
  • List Price: $99.00
Item Details:
Back to Stack-tacular: The Who, What, When, and Why for Qualified Small Business Stock Trust Planning

This on-demand session was presented as part of the live webcast, 2024 Annual Fall Probate and Trust Seminar, recorded on December 18, 2024, in Seattle, WA. If you attended the live webcast and reported CLE credits, you cannot also report credits from watching or listening to this recording.

Presenter: Phil Cook – Pacific Trust Company and Bridger Trust Company, Seattle, WA


For accessibility or accommodation requests, or other questions, please email ondemand@wsba.org.

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