This session will address the challenges of estate planning in 2021. Have new laws been proposed or passed? How should practitioners respond? What techniques should be recommended now? Which techniques are best to use in a low interest rate environment? Are different techniques best recommended for clients at different levels of wealth? These and related issues will be discussed.
Summarize the status of laws and proposals that affect estate and trust planning in 2021.
Recognize the best planning techniques to recommend and avoid in a challenging planning year.
Evaluate which planning techniques remain viable in a low interest rate environment