How do the recent elections, including the Senate runoff elections in Georgia, affect estate planning moving forward?
At various times President-elect Biden has called for a lower federal estate tax exemption, higher income tax rates (including on capital gains), the elimination of income tax basis step-up at death, and even the deemed sale of assets at death or when lifetime gifts are made. Changing demographics involving retiring baby boomers moving from high-tax states into lower or no-tax states are also relevant.
This pre-recorded webinar will discuss these recent developments and will explore various planning strategies an estate planning attorney may utilize to help counteract the same.
This webinar is complimentary to all WealthCounsel Subscribers.
Regular Price: $129 | Trusts & Estates Price: $0 | Gun Law Price: $0 | Business Law Price: $0 (Website access not included) | Practice Development Price: $0
States Pre-Approved: AR, CA, ME, 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
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0
Field of Study: Taxation
Advance Preparation: None
Review Date: 01/10/2021
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