Current Events in Estate Planning: Tax Proposals
Tuesday, October 5, 2021, 1:00 PM - 2:30 PM, ET
Presenter: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) 
 
WHAT WE’LL COVER
 
  1. Immediate action steps to take today
  2. Changes to the exemption amount
  3. Capital gain rate increases
  4. MEGA IRA rules
  5. Planning with existing grantor trusts
  6. The demise of IDGTs and GRATs
  7. Paying off IDGT Notes if possible
  8. Gifts and Sales before enactment
  9. SWAPs before enactment
  10. Urgent funding of ILITs
  11. Split dollar agreements for ILITs
  12. Trust Income Tax Planning for estate planners
 


This webinar is included for Trusts & Estates and Trust Administration Subscribers and provided live complimentary for Business Law Subscribers.

Regular Price: $129 | Trusts & Estates Price: $0 | Trust Administration Price: $0 | Gun Law Price: $129 | Business Law Price: $0 (Website access not included) | Practice Development Price: $129

CLE:
1.5 credit

States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, UT

CFP:
None

CPE:
None

 

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

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.