SPEAKER: Arthur J. Werner, Esq.
DATE: Wednesday July 7, 2021
(or 2 Half-Days option 7/7 & 7/8)
TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern
8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up
Half Day Option: 12:00 - 3:40 P.M. Eastern on each day.
LOCATION: All New Pre-Recorded Webinar
NOTE: There will be an opportunity to receive answers from the instructor in real-time by submitting your questions in the Q&A forum on the webinar page!
Over the past few years, Congress has made sweeping changes to the Internal Revenue Code regarding Estate, Gift and Generation-Skipping taxation. In addition, the United States Supreme Court has issued multiple opinions on the issue of same sex marriages. Understanding the impact of the new legislation and the Supreme Court rulings, together with recent case law developments is important to all practitioners in property advising their clients. This unique seminar will highlight new tax strategies for estate planning under the Tax Cuts and Jobs Act by Arthur Werner, who is one of the most knowledgeable tax experts in Estate & Elder Law.
Topics & Learning Objectives Include:
- A total understanding of new legislation
- A total understanding of the Supreme Court rulings regarding same-sex marriage
- Estate Tax issues and planning techniques
- Gift Tax issues and planning techniques
- Generation-Skipping issues and planning techniques
- Other tax and non-tax issues and planning techniques
- Step-up in basis issues
Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.