Post-Midterm Election: What To Discuss with Clients Now
November 19 @ 4:00 pm – 5:00 pm EST
Webinar Description
The evolving political and legislative environment could materially reshape estate, gift, income tax, retirement, and asset protection planning, but waiting for certainty may leave advisers and their clients with fewer options and too little time to act.
This timely professional webinar examines how lawyers, CPAs, and financial advisers can prepare now without pretending to predict what Congress or a future administration will do.
Explore practical strategies for planning amid uncertainty, including protective portability elections, Roth conversions, SLATs and other flexible trusts, asset protection planning, life insurance trust funding, annual exclusion gifts, basis planning, QTIP elections, grantor trusts, and techniques designed to preserve flexibility if tax laws change.
The program also considers the possibility of lower estate tax exemptions, restrictions on grantor trusts and valuation adjustments, changes to basis rules, limitations on long-term trusts and annual exclusions, and even retroactive legislation.
Most importantly, the discussion focuses on what advisers can responsibly evaluate today, how to avoid a last-minute planning rush, how to build greater flexibility into current planning, and how attorneys, accountants, and financial advisers can coordinate their respective roles to help clients prepare for an uncertain tax environment.
Meet Our Speakers
Jonathan G. Blattmachr, Esq.
Editor-in-Chief and Co-Founder
InterActive Legal
Robert S. Keebler, CPA
Keebler & Associates, LLP
Martin M. Shenkman, Esq.
InterActive Legal Advisor
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Webinar Sponsors
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.
