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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.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 0.75
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022

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Preview Sessions
Credit

1. Estate and Tax Planning for the 2020 Election: What Estate Planners Should Advise their Clients (Jan 2021)

Marty Shenkman

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp4)
45 mins
(mp3)
41 mins
(pdf)
41 pgs
Session 1 — 45 mins, credit 0.75
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 at: Dec 2020 Estate Planning Workshop

Marty Shenkman, Shenkman Law - Fort Lee, NJ

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