Estate Planning Explored in 2010: The New Model

Summary:

The expiration of many Bush-Era tax cuts at the end of 2010 will force many estate planners to rethink their strategies for their clients. The Knowledge Group has assembled a panel of key experts in estate planning to help walk you through the fundamentals of estate planning in the 2010 paradigm.

Some of the topics that will be covered in this course:

- Updating your estate plans in 2010
- Dealing with the tax cut expirations including the “death tax”
- Tax reduction planning
- Tax free transfers
- Generation skipping tax
- Gift tax and other exclusions
- Bypass trusts
- Up-to-the-minute regulatory updates

Estate planners and CPAs, in light of all that’s changed, it’s time to dust off and update those estate plans you created for your clients a while ago. The Knowledge Group has assembled a group of experts to help you via this 2 hour accredited LIVE webcast. Advanced registration is recommended as space is limited.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 2.0
Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.
Advance Preparation: Print and review course materials
Course Code: 104017

- Using grantor retained annuity trusts to reduce the impact of a restoration of the estate tax.
- Advantages of lifetime gifts in 2010
- Advantages of generation-skipping transfers in 2010
- Drafting for flexibility
- Legislative possibilities for what Congress may (or may not!) do
- How possible legislation may affect potential 2010 planning opportunities, including gifts to family    members and gifts that take advantage of the low interest-rate environment
- State estate tax issues.
- The effect of the repeal of the estate tax for 2010, in the absence of any estate tax legislation which would be retroactive to January 1, 2010, including its effect on existing estate planning    instruments and drafting new estate planning instruments.
- The consequences of carryover basis in 2010, if it is not retroactively repealed.
- The impact of any estate tax legislation which may be enacted after January 1, 2010.
- The effect of the "sunset" provisions which become operative on January 1, 2011, if they continue in force.
- Installment sales to dynasty trusts
- Analyzing the potential opt-out of the carryover basis rules
- Impact of sunset of the estate tax on income tax planning

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Who Should Attend?

CFOs
CPAs
International Tax Attorneys
Tax Compliance Officers
Senior Executives

Why Attend?

This is a must attend event for anyone interested in Foreign Account Tax Compliance Act
- New guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A

Estate Planning Explored in 2010: The New Model
LIVE Webcast

Tuesday, September 7, 2010

12:00pm to 2:00pm (ET)