The 2021 Tax Landscape
Wednesday, May 14, 2021, 2:30pm - 3:30pm ET
As predicted, 2021 is shaping up to be an interesting and busy year for estate planners. The shift in control in Congress and need to generate revenue for the Federal government prompted swift proposals for changes in the Federal tax laws, with two broad-sweeping plans introduced by Democratic Senators in the first quarter. Although hard to predict, it is likely we will see further proposals and alternate versions of the existing ones as the year unfolds.
Could we see changes enacted in the first half of 2021? Will we see a reduction in the estate tax exemption to $3.5 million or a different amount? Will the gift and estate tax exemptions be “de-unified”? Will grantor trusts become includible in the grantor’s estate? Will we lose the 1041 step-up in basis? Nobody knows the answers to these questions. One thing that is certain is the need for estate planners to stay updated on current proposals and provide timely advice to clients so that they can act to preserve their estate plans. Join our panel for an update on the latest proposals and what they mean for you and your clients. Don’t miss this opportunity to gain insight from the experts and learn about emerging planning techniques you can use to help your clients plan in the face of these potentially monumental changes.
Heckerling 2021 Roundup
Monday, May 17, 2021, 4:00pm ET
As in prior years, Marty Shenkman spent the week of (Virtual) Heckerling 2021 riding herd on all the sessions to drive home the best from the 55th Annual Heckerling Institute on Estate Planning. Saddle-up and gather ‘round the campfire as Marty and sidekick Jonathan Blattmachr recount the takeaways from this year’s conference.
The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals. Jonathan G. Blattmachr, Esq. and Martin Shenkman, Esq. will provide a 60-minute analysis and review of the week-long proceedings along with valuable materials summarizing this year’s Institute.
Topics include: recent developments (including pending legislation); planning for retirement assets post-SECURE; income tax pitfalls in estate planning; asset protection; diversity, culture, and ethics in estate planning; GST tax issues; ethical challenges of remote working; international estate planning and planning for non-citizen spouses; and so much more.
This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content.