ICLE | Tax Law Series: Implement Flexibility with Established Estate Planning Tools
Seminars
  
Tax Law Series:
Implement Flexibility with Established Estate Planning Tools
On-Demand Seminar (Posted 06/15/20) | Level: Intermediate
Cosponsored by the Taxation Section of the State Bar of Michigan
    

The future of estate, gift, and other transfer taxes is unknown in this era of dramatic change in tax laws. Build flexibility into tax planning for your clients. Take advantage of available planning opportunities. Refine retirement asset planning to comply with the SECURE Act.

Watch so you can:

  • Strategize generation-skipping transfer planning
  • Adequately disclose on gift tax returns
  • Draft plans to include contingent powers of appointment
  • Consider qualified terminable interest property trust planning
Available Formats
ON DEMAND
Raj Malviya and Laura Jeltema talk to Nick Papasifakis about strategies to reduce estate, transfer,...
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