Estate Planning Update - New Legislation

Creative Planning Strategies for the New Estate Legislative Proposals


CATEGORY: Taxation

SPEAKER: Martin M. Shenkman, ESQ., CPA, & Jonathan G. Blattmachr ESQ.

DATE: Nov. 15, Dec. 13, Jan. 10 or On-Demand Archive (NO CPE CREDIT for On-Demand )

TIME: 12:00 P.M. - 1:00 P.M. Eastern

LOCATION: All New Pre-Recorded Webinar

The Estate Planning environment has changed significantly due to proposed legislation in Congress. This all-new one hour seminar will present a succinct analysis of the key proposals and discuss new strategies to prepare for your 2021 estate planning.

Topics & Learning Objectives Include:

  • How to administer and "shore up" 2021 planning
  • Tips for 2021 gift tax returns
  • Reduction of the estate tax exemption to $3,500,000
  • Reduction of the gift tax exemption to $1,000,000
  • Modifications to make to estate planning documents for a virtual environment (and Covid)
  • Elimination of GRATs under the new proposals
  • .....And Much More
  • Program Level: Overview
  • Prerequisites: Basic Knowledge of Individual Taxation
  • Advance Preparation: None Required
  • $100.00 $49.00
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