2017 Tax Act has shifted the focus of estate planning clients who used to be
concerned about minimizing transfer taxes.
Within the context of current law, clients with a net worth of under $11
million are more concerned with issues such as the following:
- Whether trusts are a necessary part of an estate plan
- Utilizing powers of appointment for income tax and non-tax purposes
- Minimizing trust level income taxes
- Ensuring the availability of basis step-up
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.