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
CLE:
1.0 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
CFP:
None
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: 01/10/2021
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.