Planning for the Next Gen: Navigating the Generation Skipping Transfer Tax

At the most basic level, the Generation Skipping Transfer Tax (GSTT) is a federal tax that applies to transfers of property or wealth that skip a generation. But who, exactly, does this tax apply to, and why does it exist at all?

In this webinar, Jenny Raess and Patrick Carlson, members of Vanilla’s Product Counsel, host an educational, CE-eligible session on what advisors need to know about the GSTT, how it might affect clients, and to approach the tax in estate planning.

They’ll be joined by Boyd Butler, Principal Product Manager, who will show how Vanilla determines GSTT liability and answer questions about the platform.

Attendees will be eligible to receive one hour of CFP® CE credit by submitting your ID through the signup form.