Estate Planning When Estate Taxes Don’t Matter
September 17 @ 4:00 pm – 5:00 pm
Webinar Description
After years of speculation about what would happen with the estate (and gift) tax exemption, we now have some clarity. Things can always change, but at the moment, federal estate taxation has become irrelevant for most clients. This means estate planning could fall off their radar.
Yet even without a tax component, estate planning remains a necessary endeavor for any client who owns any type of property – both to permit the most efficient transfer of that property to the desired recipients at death and to plan for management in the event of incapacity.
This webinar will consider what estate planners can recommend to potential clients of all levels of wealth who don’t need to plan for estate taxation, but still need to plan:
- The bottom line – having an estate plan in place removes a huge burden after death
- An estate plan can protect assets from predators and creditors
- Clients with high – but not ultra-high – net worth should have a back-up plan in case the exemption drops
- State estate taxation still matters, and a good estate plan can cover that too – even for clients who don’t currently reside in a decoupled state.
As part of this discussion, we will look at pros and cons of different approaches, including leaving property outright or in trust, and contingency plans: disclaimers, Clayton QTIPs, portability, and more.
InterActive Legal Speaker Series Presents
Webinar Tips
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- Visit our website event page to learn more about what is happening at InterActive Legal.
Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
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Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.
