Hot Topics and New Developments in Estate Planning (FTINE201113)
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.