Overview
In this multi-speaker webinar, America’s leading estate planning experts will update you on the latest critical developments in estate planning. You will also learn proven advanced strategies for handling complex estate planning issues and maximizing tax savings opportunities.
AGENDA HIGHLIGHTS
• State-specific considerations
– Estate planning and tax considerations for the state in which this conference is presented and the
surrounding states
• Working with retirement accounts and IRAs
• Estate planning in the current environment
– Significantly increasing exemptions
– Opting whether or not to use the unlimited marital deduction
– Gifting considerations
– Coordinating GST planning
• Business interests considerations
• Special issues for S corporation and LLC owners
• Life insurance as an estate planning tool
• Wealth transfer planning opportunities: loans, SCINs, GRATs, IDGTs, CLATs and more
• Case studies on federal estate tax issues
LEARNING OBJECTIVE To update accountants and other financial professionals on the latest developments in estate planning
and show them how to use the latest advanced estate planning strategies.
PREREQUISITE None. ADVANCE PREPARATION None. PROGRAM LEVEL Update. NASBA FIELD OF STUDY Taxes.
DELIVERY METHOD Group Internet-Based.
This is a live broadcast of our
Estate Planning Tax Strategies Conference: Latest Developments & Advanced Planning Strategies
Workshop
No results found.
Forum
No results found.