eCourse
Estate Planning for the 2020 Election
Contains material from Jan 2021
Estate Planning for the 2020 Election
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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.
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Estate and Tax Planning for the 2020 Election: What Estate Planners Should Advise their Clients (Jan 2021)
Marty Shenkman
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Session 1
—45 mins
Estate and Tax Planning for the 2020 Election: What Estate Planners Should Advise their Clients (Jan 2021)
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: Dec 2020 Estate Planning Workshop
Marty Shenkman,
Shenkman Law - Fort Lee, NJ