This session focuses on opportunities for estate planning practice development in light of 2021’s new administration. Presented by three of WealthCounsel's founders, Bill Conway, Stan Miller and Carl Waldman, the session will focus on a number of innovative and in some cases time-sensitive estate planning strategies that you should consider talking to your clients about. Topics covered will opportunities provided by:
- Grantor Retained Annuity Trusts (GRATs)
- Installment Sales to Intentionally Defective Grantor Trusts IDGTs
- Sales of FLPs to IDGTs
- Estate Planning with Irrevocable Trusts
- Irrevocable Life Insurance Trusts (ILITs)
- Trust Restatements and Decanting
- Spousal Lifetime Access Trusts (SLATs)
- Charitable Remainder Trusts (CRTs) for Income Tax Planning
- Permanent Life Insurance
The speakers will also touch upon potential income and transfer tax law changes under the Biden Administration, as well as general implications of the current economic environment.
This webinar is included for all WealthCounsel Subscribers.
Regular Price: $129 any one session
CLE:
1.5 credits
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
No CFP
CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.5
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 01/25/2021
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.