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American Taxpayer Relief Act: Gift and Estate Tax Update; plus Estate Planning Strategies

Contains material from Aug 2013

American Taxpayer Relief Act: Gift and Estate Tax Update; plus Estate Planning Strategies
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Session 1: Gift and Estate Tax: Where Are We Now? - An update on changes to the transfer tax laws under the American Taxpayer Relief Act of 2012, including portability of the estate tax exemption.

Session 2: Estate Planning in Our Current Environment - Practical estate planning strategies following the American Taxpayer Relief Act (ATRA) including the outlook for further legislative changes, the impact of higher tax brackets on trust distribution planning, approaches to estate planning following ATRA, strategies to preserve basis adjustments, wealth transfer strategies including the use of defined value clauses, and significant estate current planning developments.

Includes: Audio Paper


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1. Gift and Estate Tax: Where Are We Now? (Aug 2013)

Amanda M. Gyeszly

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(mp3)
27 mins
Paper
(pdf)
1 pgs
(pdf)
23 pgs
Session 1 —27 mins
Gift and Estate Tax: Where Are We Now? (Aug 2013)

An update on changes to the transfer tax laws under the American Taxpayer Relief Act of 2012, including portability of the estate tax exemption.

Originally presented: Aug 2013 Estate Planning, Guardianship and Elder Law Conference

Amanda M. Gyeszly, Fizer Beck Webster Bentley & Scroggins - Houston, TX

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2. Estate Planning in Our Current Environment (Aug 2013)

Stephen R. Akers

0.75 0.00 0.00
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Download session materials for offline use

(mp3)
43 mins
(pdf)
91 pgs
Session 2 —43 mins
Estate Planning in Our Current Environment (Aug 2013)

Practical estate planning strategies following the American Taxpayer Relief Act (ATRA) including the outlook for further legislative changes, the impact of higher tax brackets on trust distribution planning, approaches to estate planning following ATRA, strategies to preserve basis adjustments, wealth transfer strategies including the use of defined value clauses, and significant estate current planning developments.

Originally presented: Aug 2013 Estate Planning, Guardianship and Elder Law Conference

Stephen R. Akers, Bessemer Trust Company NA - Dallas, TX