Current Events in Estate Planning: Tax Proposals

Current Events in Estate Planning: Tax Proposals

Regular price $159.00

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

States Pre-Approved: AR, CA, ME, MO, NJ, NY, OK, PA, VT

(AK, AZ, CT, NH eligible to claim credit)

States Pending Approval: CO, GA, IL, NC, OH, TX, UT

We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**

* Approval process times will vary

** We will supply you with the information needed to self-apply

shopcle@wealthcounsel.com


More from this collection