Description
Kicking off its 30th year, this popular, advanced program covers significant recent developments and how they affect estate planning practice. Featuring a nationally renowned faculty of estate planning lawyers, as well as Professor Jeffrey N. Pennell, this webcast is designed for sophisticated practitioners who need to stay up-to-date on changes in the field!
This unique program captures late-breaking important opinions and legislative and regulatory developments, as determined by the faculty at the time of the presentation. Planned topics include:
- More than a dozen court decisions from across the country
- CCA 202352018: Gift tax consequences of modifying a grantor trust to add a tax reimbursement clause
- Rev. Proc. 2023-34 and inflation-adjusted exemptions
- IR 2023-139 and monetized installment sales
- Proposed Donor-Advised Fund regulations
- Implications of the Corporate Transparency Act
- SLATs following divorce and application of §672(e)
- Tax strategies during inflated interest rates and in preparation for the 2026 snap back