Income Tax, Estate Tax and Financial Planning for Clients With Net Worth of Less Than $5 Million: Panel Discussion
Date
November 18, 2013
The estate planning profession has changed dramatically now that Congress has raised the estate, gift and GST exemption to $5 million (indexed for inflation). This session will discuss the planning options available for those whose estates do not exceed the available estate, gift and GST exemption. Topics to be discussed include:
• Is a will enough?
• Portability
• The importance of a step-up in basis and income tax planning vs. estate tax planning
• Does a client need a trust?
• The continued importance of state death tax planning
• Is a will enough?
• Portability
• The importance of a step-up in basis and income tax planning vs. estate tax planning
• Does a client need a trust?
• The continued importance of state death tax planning
Speakers
Patricia M. Annino, J.D.
Partner, Prince Lobel Tye LLP
Partner, Capell Barnett Matalon & Schoenfeld LLP
Senior Director/Family Wealth Strategist, BNY Wealth
Steven Siegel, J.D., LL.M. (Taxation)
President, The Siegel Group
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