Includes: Video Audio Slides
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Review ideas that estate planners should consider as they advise clients on how to respond to the 2020 elections! Consider best uses for expiring gift exclusions and GST exemptions, while providing clients with control in an uncertain environment through the use of trusts. Evaluate the use of powers of appointments to provide basis step-up, planning flexibility, and more.
Originally presented at: Dec 2020 Estate Planning Workshop
Shenkman Law - Fort Lee, NJ