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In the course book and DVDs of this April 26, 2010 2.5-hour
presentation, Steven G. Siegel, a leading nationally-recognized tax and estate
planning adviser, provides a comprehensive and useful explanation of what estate
planners should be considering for planning and drafting in view of the current
uncertainty of the Federal wealth transfer tax laws in 2010, 2011 and
thereafter.
Major topics include:
ü 2010 Planning
• the current law in 2010
• what will be the law in 2011?
• what are the possible 2010 outcomes that will affect tax planning?
• concerns in 2010 with Will and Trust formula clauses
• 2010 planning to address formulas, spouses and children
• 2010 planning if there is no GST tax
• planning for carryover basis, for gifting issues and for states with
independent death taxes
ü Planning Checklist If Repeal Stands
ü Planning For A Reinstated Federal
Estate Tax
ü Planning Techniques To Reduce The Size
Of An Estate
ü Proposed Changes In The Law
ü Health Care Reform Law Enacted: Effect
On Tax And Estate Planning
FORMS: Fully editable 23 Clauses For 2010 Estate Tax Issues prepared by Mr. Siegel is available on www.NLFforms.com for $199.
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