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Estate & Tax Planning for Estates under the $10 Million Exemption Amount (Teleseminar)
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Estate & Tax Planning for Estates under the $10 Million Exemption Amount (Teleseminar)

1 CLE hour

When: 12/10/2015
1:00 PM to 2:00 PM
Contact: (404) 521-0781

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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

1 CLE hour

Estate planning for estates under $10 million is not nearly dead; it’s only become more complex.  though recent legislation eliminated the federal estate tax for estates under this amount for couples, there is no shortage of urgent income tax and non-tax issues that must still be considered.  This program will cover preserving step-up basis for federal income tax purposes, minimizing application of the 3.8% tax on net investment income, maximizing portability, “reversing” existing gifts/transfers for clients no longer subject to the federal estate/gift tax, and revising existing estate/trust plans.  


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