Name
Current Developments in Estate Planning
Date & Time
Thursday, September 23, 2021, 11:00 AM - 12:30 PM
Speakers
Samuel A. Donaldson, JD - Georgia State University, Atlanta
Samuel A. Donaldson, JD
Description

Stay up to date with this informative and entertaining recap of the important cases, rulings, regulations, and legislation from the past 12 months related to federal income, estate, and gift taxes, together with tips for making strategic use of these developments. Specific topics to be addressed likely include ongoing economic stimulus measures, changes to the charitable deduction for standard deduction taxpayers, and strategies for leveraging low interest rates.

After this session, attendees will be able to:

  1. Understand how recent developments in estate planning affect their clients
  2. Explain recent developments in the federal income, estate, and gift tax laws to their clients
  3. Implement or adjust estate plans in light of these recent developments
Course Level
Advanced
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.50
CLE Eligibility
Eligible for CLE credit