The Future of Estate Planning

How do the recent elections, including the Senate runoff elections in Georgia, affect estate planning moving forward? At various times President-Elect Biden has called for a lower federal estate tax exemption, higher income tax rates (including on capital gains), the elimination of income tax basis step-up at death, and even the deemed sale of assets at death or when lifetime gifts are made. Changing demographics involving retiring baby boomers moving from high-tax states into lower or no-tax states are also relevant. This webinar will discuss these recent developments, and will explore various planning strategies an estate planning attorney may utilize to help counteract the same.

Presenter: James G. Blase, CPA, JD, LLM

CLE: 1.0 general credit

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 WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.