Current Events in Estate Planning: Green Book Signals Green Light to Grandfathered Estate Planning

Thursday, June 24, 2021, 1:00 PM - 2:00 PM, ET

Presenter: James G. Blase, CPA, JD, LLM


After the release of the Department of the Treasury's Green Book, which covers all of the same ground as the STEP Act, it seems that we generally no longer need to be concerned with retroactive provisions and can advise clients to take certain proactive steps. Presenter James G. Blase, CPA, JD, LLM will discuss the Green Book, contrast it with other recent tax proposals, and suggest strategies for estate planners to pursue in light of it, as well as words of caution.



The recording for this webinar will be posted on the WealthCounsel member website within approximately 24 business hours after the event.  

This webinar is included for all WealthCounsel Subscribers.
Non-WealthCounsel Subscribers - $129


1.0 credits

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In order to be awarded the full credit hours, you must be present during the entire program.

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