Current Events in Estate Planning: Tax Proposals
This 90-minute webinar update discusses:
1.Immediate action steps to take today
2.Changes to the exemption amount
3. Capital gain rate increases
4. MEGA IRA rules Planning with existing grantor trusts
5. The demise of IDGTs and GRATs
6. Paying off IDGT Notes if possible
7. Gifts and Sales before enactment
8. SWAPs before enactment Urgent funding of ILITs
9. Split dollar agreements for ILITs
10. Trust Income Tax Planning for estate planners
Presented by: Robert S. Keebler, CPA, MST, AEP (Distinguished)
CLE: 1.5 general credits
Approved States: AR, CA, CO, GA, IL, MO, NJ, NV, NY, OK, PA, TN, UT, VT
(AK, AZ, CT, NH, TX eligible to claim credit)
We will supply you with the information needed to self-apply in other states.
Contact shopcle@wealthcounsel.com for CLE assistance.
WealthCounsel members: This CLE eligible program is complimentary for
