Session 5: Flexible Estate Tax Planning

Airing Tuesday, October 17th @ 1pm ET

This session is part of the InterActive Legal Academy Estate Planning Tax Series


Teresa L. Bush Esq.

Course Description

In this session, we will learn about ways to draft contingent plans to use the estate tax exemption only if it turns out to be necessary at death.  This can allow for a simpler estate plan if estate taxes are not relevant, but still permit the tax planning if warranted.  We will also discuss estate tax planning in states with a separate state estate tax.

  • Formula gift planning
  • Disclaimer planning
  • Clayton planning
  • Planning in decoupled states

Faculty Bio

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.

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