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

States Pre-Approved: AR, CA, 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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