Thought Leader Series: Estate Planning Under The New and Proposed Tax Laws
It’s All About the Grantor Trust Rules

Tuesday, November 9, 2021, 1:00 PM - 2:00 PM, ET

Presenter: Jim Blase, CPA, JD, LLM


James G. Blase, CPA, JD, LLM will present on immediate tax planning considerations in light of the new tax proposals for trusts established and fully funded prior to and after the effective date, as well as minimizing the effect of possible new grantor trust rules and incorporating protective clauses in irrevocable trusts. In addition, Mr. Blase will address drafting trusts to minimize income tax in light of the SECURE Act, the net investment income tax, and increased capital gains tax rates. 


This course is complimentary for all attendees.

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

1.0 credits pending (National CFP Board)

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: 11/2/2021

NOTE: For accurate records, each employee in an organization must register individually for CLE attendance reporting and audit.  Additionally, if multiple people from an organization (who have individually registered) would like to view together under one employee's registration and login, please send a list of those individuals along with the verification code(s) to, so their attendance is marked accordingly.

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


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: 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.

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