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ENG2401
Estate Planning Update (EST, TAX) | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award
Date
June 3, 2024
$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 & CIMA ENGAGE 2024)
This includes sessions from AICPA & CIMA ENGAGE 2024:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2024)
This session will review recent cases, rulings and legislation in the area of estate, gift and generation-skipping tax. How those new rules impact estate planning approaches will also be discussed.
Learning Objectives
- Identify recent changes to the estate, gift, and GST rules.
- Determine which estate planning techniques work best in the new higher interest rate environment.
- Recognize how to plan for a reduction in the unified credit.
- Identify estate planning techniques you can use to reduce estate, gift, and generation-skipping taxes.
- Analyze how changes to the law impact how clients should think about their estate plans.
Speaker
Partner, Proskauer Rose LLP
Session Categories
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