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Description
Income tax
rates and estate tax exemptions and rates will inevitably rise and fall
depending in substantial part on changes in our country's political and
economic climate. Far more often than
not, when an estate planner designs a plan, the planner doesn't know what the
tax laws will look like when the plan is implemented. In addition, in some cases, the composition
and aggregate value of a client's estate changes materially between the time when
estate planning documents were signed and the client's death. Thus, building flexibility into estate plans
so that post-death decisions can be made to minimize estate tax, or income tax,
as appropriate, is paramount. In this
teleconference, we will focus on:
- Portability and Clayton QTIP Trusts
- Using General Powers of Appointment and Other Strategies to Achieve Basis Step-Up
- Design and Uses of Long-Term Multigenerational Trusts
- Minimizing Trust-Level Income Taxes
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Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application. |