Green Book Signals Green Light To Grandfathered Estate Planning

Green Book Signals Green Light To Grandfathered Estate Planning

Regular price $129.00

After the release of the Department of the Treasury's Green Book, which covers all of the same ground as the STEP Act, it seems that we generally no longer need to be concerned with retroactive provisions and can advise clients to take certain proactive steps. Presenter James G. Blase, CPA, JD, LLM will discuss the Green Book, contrast it with other recent tax proposals, and suggest strategies for estate planners to pursue in light of it, as well as words of caution.

Presented by: James G. Blase, CPA, JD, LLM

CLE: 1.0 general credit

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

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