Estate Planning Explored in 2010: The New Model
Overview:
The expiration of many Bush-Era tax cuts at the end of 2010 will force many estate planners to rethink their strategies for their clients. The Knowledge Group has assembled a panel of key experts in estate planning to help walk you through the fundamentals of estate planning in the 2010 paradigm.
Some of the topics that will be covered in this course:
- Updating your estate plans in 2010
- Dealing with the tax cut expirations including the “death tax”
- Tax reduction planning
- Tax free transfers
- Generation skipping tax
- Gift tax and other exclusions
- Bypass trusts
- Up-to-the-minute regulatory updates
Estate planners and CPAs, in light of all that’s changed, it’s time to dust off and update those estate plans you created for your clients a while ago. The Knowledge Group has assembled a group of experts to help you via this 2 hour accredited LIVE webcast. Advanced registration is recommended as space is limited.
Agenda:
Weil, Gotshal & Manges LLP
- Using grantor retained annuity trusts to reduce the impact of a restoration of the estate tax.
- Advantages of lifetime gifts in 2010
- Advantages of generation-skipping transfers in 2010
- Drafting for flexibility
Deutsche Bank Private Wealth Management
- Legislative possibilities for what Congress may (or may not!) do
- How possible legislation may affect potential 2010 planning opportunities, including gifts to family members and gifts that take advantage of the low interest-rate environment
- State estate tax issues.
Schlesinger Gannon & Lazetera LLP
- The effect of the repeal of the estate tax for 2010, in the absence of any estate tax legislation which would be retroactive to January 1, 2010, including its effect on existing estate planning instruments and drafting new estate planning instruments.
- The consequences of carryover basis in 2010, if it is not retroactively repealed.
- The impact of any estate tax legislation which may be enacted after January 1, 2010.
- The effect of the "sunset" provisions which become operative on January 1, 2011, if they continue in force.
Baker Tilly Virchow Krause, LLP
- Installment sales to dynasty trusts
- Analyzing the potential opt-out of the carryover basis rules
- Impact of sunset of the estate tax on income tax planning
Who Should Attend:
- Lawyers
- Estate Planners
- Accountants
- Presidents
- Vice Presidents
- CFOs
- Controller
- Business Owners
- Tax Managers
- Financial Planners
- Enrolled Agents
- Lenders
Carlyn McCaffrey is a partner and chair of Weil, Gotshal & Manges' Estate Planning practice group and an adjunct professor …
Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management, where she works with clients and their …
Sanford ("Sandy") J. Schlesinger is a founding partner of the law firm of Schlesinger Gannon & Lazetera LLP. Mr. Schlesinger …
Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Baker Tilly Virchow Krause, LLP and a 2007 recipient …
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
On-demand Webcast (CLE)
Prerequisite:
NONE
Course Code:
104017
Total Credits:
2.0 CLE
Login Instructions:
No Access
You are not logged in. Please Login or register to the event to gain access to the materials and login instructions.
Unlock All The Knowledge and Credit You Need
Leading Provider of Online Continuing Education
It's As Easy as 1, 2, 3
Get Your 1-Year All Access Pass For Only $199
SPEAKERS' FIRMS:
About Weil, Gotshal & Manges LLP
Website: http://www.weil.com/
About Deutsche Bank Private Wealth Management
Website: http://www.pwm.db.com/pwm/en/
About Schlesinger Gannon & Lazetera LLP
Website: http://www.sglllp.com/index.php
About Baker Tilly Virchow Krause, LLP
Website: http://www.bakertilly.com/Home