If you have questions about this event, please call us at 952-831-2707.
To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to planning for estate tax law changes and looking at advanced planning strategies, such as trust protectors.
Tax professionals, CPAs, attorneys and emerging professionals.