CLE on Estate Planning: New Laws That Make Old Tools Obsolete
Program Description
Stay on the Cutting Edge of Your Practice
This timely update will review the latest changes in the rules and will offer new tools to adapt to the new regulatory environment. Make certain your clients get the most up-to-date representation – register today!
- Get an incisive summary of the tax changes and their implications for existing planning tools.
- Learn which deductions remain and how to obtain them.
- Identify planning approaches that no longer help your clients.
- Gain practical pointers for fixing old trusts.
Who Should Attend
This legal update is designed for attorneys. It will also benefit accountants and CPAs, trust and tax professionals, and paralegals.
Course Content
- Leveraging and Reporting the Step Up in Basis (Recent IRS Guidance)
- QPRT Replacements
- Obsolete Small-to-Medium Size Estate Tools and How to Update Them
- The Sky High Estate/Gift/GST Tax Exemption and the New Approaches it Dictates
- Old Large Estate Techniques That No Longer Work and What to Replace Them With
- Charitable Giving after TCJA
- Using the QBI Deduction: New Opportunities
- Fixing Other Old Trusts
- What if? . . . How the Potential Clawback of the New Rules Affects Client Advice