November 13, 2020
1:15 PM (Eastern Standard Time)
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About the Program
This session will review recent developments that we believe should be of interest to estate planners including federal regulatory changes, federal tax cases, and selected state cases with broad implications. We will also discuss planning ideas that appear
to have particular relevance to year end planning in view of current circumstances. Among the areas that are likely to be discussed are potential changes to the federal estate and gift tax exclusion amounts, 2020 giving strategies, and planning to
take into consideration both transfer tax and income tax effects for the family.
You Will Learn
- About recent developments in estate planning including federal regulatory changes, federal tax cases, and selected state cases with broad implications
- About potential changes to the federal estate and gift tax exclusion amounts
- About 2020 giving strategies
Who Should Attend
Attorneys interested in learning about current topics in estate planning.
CT: 1.25 CLE Credits (General)
NY: 1.0 CLE Credit (AOP)