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EST1902 - Estate Planning Update

Jun 10, 2019 9:05am ‐ Jun 10, 2019 10:45am

Standard: $49.00


This program will review recent changes in the estate, gift and generation-skipping tax rules, and provide updates on state law income tax of trust cases.

Learning objectives:

  1. Understand recent tax law changes related to estate, gift and generation-skipping tax rules.
  2. Become aware of planning opportunities associated with the expected reduction in the unified credit.
  3. Learn about a recent Supreme Court case regarding the ability of a state to tax income of a trust based on the residence of its beneficiaries that could change the ability of states to collect such tax.


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