GENERATION SKIPPING TRANSFER TAX

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GENERATION SKIPPING TRANSFER TAX

• On Assets That Skip a Generation
• 48 Tax Rate
• 1,500,000 Exemption

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QualifiedDomesticTrust
BOB 2,000,000
BOBS TRUST 1,500,000
BOBS QDOT 500,000
INCOME, PRINCIPAL IF NEEDED
SUE
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TAX-FREE GIFTS

• 11,000 Per Year Per Beneficiary
• Unlimited Tuition, Medical Expenses

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APPRECIATING ASSETS ARE BEST TO GIVE AWAY

• Removes Asset and Future Appreciation From Your
  Estate
• Asset Keeps Your Cost Basis
• Recipient Pays Capital Gains Tax When Sold

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