Estate Planning During COVID-19: CARES Act Relief, Key Issues and Planning Opportunities for Trusts and Estates
Alternate Valuation for Estate Assets, Lifetime Gifts, Reducing Tax Liability, Trust Modifications, Promissory Notes
Note: CPE credit is not offered on this program
Recording of a 90-minute CLE webinar with Q&A
This CLE course will guide trusts and estates counsel on critical estate planning challenges and opportunities in light of the coronavirus (COVID-19) pandemic. The panel will discuss key provisions of the CARES Act, potential opportunities as a result of the decline in asset values, tax planning strategies, gifting, intra-family transactions, promissory notes, and other items to consider in creating or reexamining estate plans amid COVID-19 and the CARES Act.
- Reexamining current estate plans in light of COVID-19
- Relief under the CARES Act
- Estate and tax planning opportunities
- Other issues and best practices for trusts and estates counsel
The panel will review these and other key issues:
- What are the primary considerations when creating or reexamining estate plans in light of COVID-19?
- What challenges and opportunities are presented by the CARES Act?
- What estate and tax planning techniques are available?
- What are the legal challenges and pitfalls to avoid in creating or modifying estate plans in light of the coronavirus pandemic?
Mr. Dillon works with ultra-high net worth families, helping them achieve their tax, estate planning, and philanthropic... | Read More
Mr. Dillon works with ultra-high net worth families, helping them achieve their tax, estate planning, and philanthropic objectives. He focuses on developing and implementing creative and comprehensive wealth transfer strategies that align with clients' wishes. Mr. Dillon reviews clients' tax and estate planning documents to ensure that each plan accurately and holistically reflects the family's philosophy and needs while maximizing tax efficiency.Close
Shaina S. Kamen
Holland & Knight
Ms. Kamen concentrates her practice on sophisticated trusts and estates matters for individuals and families. She... | Read More
Ms. Kamen concentrates her practice on sophisticated trusts and estates matters for individuals and families. She advises clients on all aspects of estate, gift and generation-skipping transfer tax planning, and works with clients and family offices to create estate and business succession plans consistent with family goals. In addition, Ms. Kamen works with clients to build their charitable legacies by developing and administering charitable giving programs through the use of entities such as private foundations and charitable trusts. Her practice also encompasses all aspects of estate and trust administration in New York and Florida.Close
Jinsoo J. Ro
Citi Private Bank
Mr. Ro helps clients navigate the complexities of legacy preservation and estate planning through the use of customized... | Read More
Mr. Ro helps clients navigate the complexities of legacy preservation and estate planning through the use of customized wealth plans.Close