With 2020 now behind us and the rollout of a COVID-19 vaccine well underway, there is reason for optimism as we embark on a new year, despite the economic, legislative, and political uncertainty that remains. How do we counsel and lead our clients and others in such a volatile era? Henna Shah, JD, LLM will discuss current developments in estate planning through the lens of the past twelve months. The session will include a summary of recent private letter rulings, revenue rulings, revenue procedures, legislation, and case law from 2020, with an emphasis on how these developments are likely to impact estate and tax planning for clients in 2021 and beyond.
Attendees will:
- Understand select revenue pronouncements from the Internal Revenue Service that impact tax-driven estate planning.
- Analyze recent tax court and other judicial developments and the ways in which they will shape planning strategies.
- Learn how to effectively plan for clients under the current regulatory and judicial positions.
Sponsored by
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Henna Shah, JD, LLM
CEO
WealthCounsel, LLC
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates