Private Wealth Partner Abby Feinman will be presenting during the October 1 panel, "A Refresher on the Generation-Skipping Transfer (GST) Tax: Transfers So Nice We Tax Them Twice- E&G," during the 2026 California All-Tax Conference from September 30 to October 1 in San Diego.
The session will delve into the fundamentals of the GST tax, providing a practical refresher on the core concepts every estate planner needs to know. Speakers will discuss:
- The basic types of GSTs: direct skips, taxable distributions and taxable terminations
- Mechanics of the GST exemption, the applicable rate and the inclusion ratio
- Building a solid understanding of the basics for both newer practitioners and experienced ones