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2022 Recent Developments Affecting Estate Planning

Contains material from Jan 2023

2022 Recent Developments Affecting Estate Planning
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The discussion centers on recent federal cases and rulings that affect our estate planning clients, including the regulations dealing with estate tax deductions under section 2053 and Reinstated Clawback.

Includes: Video Audio Paper


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1. Recent Developments Affecting Estate Planning (Jan 2023)

Turney P. Berry

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(mp4)
80 mins
(mp3)
80 mins
(pdf)
285 pgs
Session 1 —80 mins
Recent Developments Affecting Estate Planning (Jan 2023)

The discussion centers on recent federal cases and rulings that affect our estate planning clients, including the regulations dealing with estate tax deductions under section 2053 and Reinstated Clawback.

Originally presented: Dec 2022 Estate Planning Workshop

Turney P. Berry, Wyatt Tarrant & Combs LLP - Louisville, KY