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Estate Legislative Update


‐ Jul 28, 2010 1:55pm


Credits: None available.

This presentation will take an up-to-the-minute look at the estate tax legislative climate. The legislative activity at the end of 2009 and thus far in 2010 will be reviewed and evaluated for clues of what changes in law to expect and the likely effect of those changes on our clients and practices. This presentation will also analyze the specific components of actual and potential estate, gift, and GST tax reform, including—
- Rates, exemptions, and indexing
- "Portability" of the exemption between spouses
- "Reunification" of the gift tax with the estate and GST taxes
- Special relief provisions for family business and farms
- Rules for valuation discounts

Credits

Credits: None available.