Estate Planning & Probate

Estate Planning and Probate 2021: Federal Transfer Tax Planning In 2021 And Beyond

What We Now Know and What We Do Not Now Know About Using the Exemption
Description:

This program will discuss the current state of uncertainty estate planners face in light of a new Congress and Administration. Planning for the use of the federal estate and gift tax exemption will be emphasized.

 

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great presenters

This was a very informative presentation. I learned the importance of understanding how laws and legislation may change in the future. I also learned about important considerations and techniques when making large gifts through a trust. I also learned that it is vitally important to consider the effect that trust provisions may have in the event of a divorce, and the potential effects it may have on Pre/Post Nuptial Agreements. Overall, this was a very informative presentation.

Lots of information for a single hour!

Timely presentation. I appreciated the updates on proposed legislation under Biden's plan. Additionally, this presentation provided a very clear outline on QTIP trusts that was helpful to my practice.

Speakers/Producers


This course is no longer available for purchase.