Estate Planning for Non-Taxable Estates

Date

July 21, 2015

Only 3,000 estates a year will pay estate tax. What is planning like for the vast majority of clients? What relevant planning services can practitioners provide to those many clients not facing a federal estate tax? Basis step-up using a variety of techniques is part of the new planning paradigm.
Learning Objectives:
1. Practical planning ideas to assist clients in maximizing income tax basis using powers GPOAs and other techniques causing basis inclusion.
2. What to advise clients to do with respect to existing/older estate planning techniques in light of the new planning paradigm.
3. What other roles can CPAs play to assist clients in estate planning matters when the federal estate tax is inapplicable.

Speaker

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD

Attorney, CPA, Shenkman Law

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