Get current with the proposed and recent estate planning tax law developments. Draft estate plans for flexibility in the changing tax environment. Minimize and otherwise plan for federal and state taxation of trusts and estates. Balance that planning with your client’s estate planning goals.
Watch so you can:
- Effectively plan estates that minimize your client's tax burden
- Manage the differing income interests of fiduciaries and beneficiaries
- Incorporate changes in the tax law when drafting estate plans
- Plan appropriately for out of state or foreign assets