This Webinar will cover planning strategies and how to run the numbers and illustrate a number of mathematical aspects of estate and estate tax planning, including IRA and pension minimum distributions, Qualified Charitable Distributions from IRA’s, Monte Carlo rate of return illustrations, QPRT’s, Installment Sales to Grantor Trusts, Private Annuities, GRAT’s and Rolling GRATS to help planners understand where these strategies can apply and how they fit into an estate plan. Attendees will receive free use of EstateView Estate Planning calculation and illustration software and other useful tools.

InterActive Legal is a proud sponsor of the Estate Planning Council of Bergen County Estate (BCEPC) Estate Planners’ Day.

Bergen County Estate Planning Council is an interdisciplinary organization that supports the team concept of estate and wealth planning.  BCEPC was organized for study, research, idea sharing, educational sessions and critical examination of problems germane to the field of estate planning. 

Join two of the nation’s leading estate planning attorneys for an in-depth discussion of today’s most pressing planning issues—and how AI can simplify your workflow. In this session, you’ll learn how to: Evaluate recent court rulings on Domestic Asset Protection Trusts (DAPTs) and their implications for asset protection planning, assess the pros and cons of terminating irrevocable trusts to achieve a basis step-up in estate inclusion, use AI-powered analysis to identify high-risk prospects and avoid problematic client engagements, review complex irrevocable trusts efficiently to uncover planning opportunities and potential red flags, and enhance client communication with clear, numeric planning options that protect your practice and build trust.