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AICPA & CIMA ENGAGE 2021

EST2116 - EST2116. The Formerly Perfect Estate Plan and How to Undo What Has Been Done


Jul 28, 2021 2:00pm ‐ Jul 28, 2021 3:15pm


Standard: $49.00

Description

With many significant tax proposals being discussed in Washington it is important to integrate flexibility and unwind (re-do) options into planning. This session will cover Estate Compliance-DSUE/Portability, Flexibility, Trusts, Formulas, Disclaimers, Recission, Family LLCs/Partnerships, and Life Insurance

Speaker(s):

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