20WA-0173: Revising Your Estate Plan due to Tax Reform (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Monday, April 13, 2020
1:00pm - 3:00pm Central Time
2 CPE (2 technical)
The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Estate planning has been significantly affected by this Act. This course is designed to provide the practitioner with practical solutions to adjusting a client's estate plan in these changing times.
Major subjects
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Overview of the new estate and gift tax rate structure
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Dealing with "Portability": Why to elect Portability; Why to not elect Portability
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Planning Considerations
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Proper use of a split-interest trust
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Proper use of a Family Limited Partnership
Learning objective(s)
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To provide the practitioner with practical solutions to adjusting a client's estate plan in these changing times
Who should take this program?
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Fees
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nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
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Standard Member Fee |
$79.00
|
Standard Nonmember Fee |
$79.00
|