Estate Planning After the Election
 
Thursday, November 19, 2020, 1:00 PM - 2:00 PM, ET
 
Presenter: James G. Blase, JD, CPA, LLM
 
WHAT WE’LL COVER
 

It appears that Joe Biden has now been elected President and that the Republican party will retain control of the Senate. What do these two developments mean for estate planning over the next two years and beyond? Jim Blase, CPA, JD, LLM, will address the following specific estate planning concerns raised by the election, and propose a plan of attack for each:

  • Current estate and gift tax exemption may end before 2026;
  • The so-called "SECURE Act" remains;
  • Valuation discount estate and gift tax regulations may return; and
  • Income tax basis step-up at death in jeopardy.
 


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

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

CLE:
1.0 credits
States Pre-Approved: AR, CA, ME, 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:
1.0 credits pending (National CFP Board)

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 11/12/2020

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.

 

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.