Estate Planning Tax Issues for 2011
Navigating the New Landscape for Estate, Gift and Generation Skipping Taxes
Recording of a 90-minute CLE/CPE webinar with Q&A
This teleconference will provide tax advisors with an analysis of the 2010 Tax Relief Act provisions relating to estate, gift and GST, explain their impact on estate planning strategies for 2011 and after, and offer best practices for leveraging the tax changes for estate planning.
- Analysis of new tax provisions affecting estate planning
- Impact on 2010 decedents
- New gifting rules and planning strategies
- GST tax planning
- Preparing for potential sunsetting of current tax provisions
The panel will review these and other key questions:
- Which planning techniques continue to be viable and which no longer make sense for clients?
- When should an executor for a 2010 decedent opt out of the estate tax and take a modified carryover basis?
- What advantages does the Act provide for gift planning in 2011?
- How can counsel draft planning documents to provide flexibility if provisions of the Act are sunsetted?
- Why rethinking the structure of by-pass trust planning is necessary given the possibility of portability and the new approaches to consider?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Richard S. Franklin
He focuses on estate planning, trusts and estate administration. He has broad experience in representing families... | Read More
He focuses on estate planning, trusts and estate administration. He has broad experience in representing families having substantial wealth in establishing sophisticated estate plans. He is ranked in the 2009 -- 2011 editions of The Best Lawyers in America as a leading lawyer in the Trusts and Estates category.Close
Principal and Founder
Altman & Assoc.
He has practiced in estate and tax planning law in the Washington, D.C. area since 1980. He was an adjunct professor in... | Read More
He has practiced in estate and tax planning law in the Washington, D.C. area since 1980. He was an adjunct professor in estate planning for the Florida Institute of Technology's Alexandria, Va. campus for seven years and now chairs the Financial Planning Association's National Capital Chapter.Close