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CLEtoGo (Podcasts)

2021 Annual Estate and Gift Tax Conference: Estate Planning for 2021


Taxation Section
Credit(s): 1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
Course Number: Tax_Estate&Gift_21_02
Original Program Date: May 28, 2021
Duration: 1 hour 2 minutes
Access: Available for 3 months after purchase
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    Category: Taxation
    Category: Taxation (show less)
    As the speaker says this can be summarized by paraphrasing Michael Corleone in The Godfather III – when 2020 ended, and you think that you’re finished with estate plans designed to maximize the use of your clients’ exclusion amount, here’s 2021 and it’s “pulling you back in.”  This presentation will provide an overview of the results of the 2020 and 2021 elections, the Biden proposals, the potential for legislative retroactivity and some obvious - and not-so-obvious - planning techniques to consider.  
    1 Legal Specialization in Estate Planning; Trust & Probate Law  

    1 Legal Specialization in Taxation Law  

    1 Participatory MCLE Credits

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