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EST1836
Estate Planning for Large Estates
Date
June 13, 2018
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA ENGAGE 2018)
This includes sessions from AICPA ENGAGE 2018:
The "Tax Jobs and Cuts Act" substantially increased the amount of gift and estate tax exemption available for each person. The changes expire after 2025. Now what do we do? Do we hurry and make gifts? Do we wait? Do we make gifts but draft the trusts differently to provide flexibility? Which leveraging techniques do we use? How do they work? Steve Oshins will discuss all of this!
Learning objectives:
• Learn how to take advantage of the new tax laws, but also build flexibility into the plan to make adjustments as the tax laws continue to change.
• Learn how to explain the advanced estate planning techniques to your clients.
Speaker
Steven Oshins, JD
Attorney, Oshins & Associates, LLC
General
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