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OnDemand

Current Developments; 2023 Estate and Gift Tax Conference


Taxation Law Section
Credit(s): 1.5 Legal Specialization in Estate Planning; Trust & Probate Law
1.5 Legal Specialization in Taxation Law
1.5 Participatory MCLE Credits
Course Number: TAX_Estate & Gift_2023_8
Original Program Date: March 10, 2023
Duration: 1 hour 26 minutes
Access: Available for 3 months after Registration
Passport: This product is Passport Eligible 
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    Category: Taxation, Closed Captioned Courses
    Category: Taxation, Closed Captioned Courses (show less)

    Things are still evolving so fast! Learn about the significant changes in wealth transfer taxes that have occurred under the Inflation Reduction Act of 2022 (“Tax Act”), recent developments during 2022 and 2023 and pending legislation for wealth transfer taxation. This session will focus on how planning has fundamentally changed with the new Tax Act, what unique outcomes have occurred under the new Tax Act, and what potential new benefits are available to taxpayers under the new Tax Act. A discussion of the latest regulations, rulings and cases involving what is included in the federal gross estate, estate tax martial and charitable deductions, gifts, premature termination of a QTIP Trust, split-dollar insurance arrangements, valuation for estate and gift purposes, GRATs and methods for using the historically high estate and gift tax exemption before it takes a huge nosedive.

    1.5 Legal Specialization in Estate Planning; Trust & Probate Law  

    1.5 Legal Specialization in Taxation Law  

    1.5 Participatory MCLE Credits

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