|
This 2.5-hour February 22, 2011 program by Steven G. Siegel, a
nationally-recognized tax and estate planning expert, provides a short review
of the provisions of the 2010 Tax Act (“Tax Relief, Unemployment Insurance
Reauthorization and Job Creation Act of 2010”) affecting estates, gifts and
trusts. Mr. Siegel then gives a comprehensive, practical analysis and explanation of
how to plan
and draft for estates, gifts and trusts under the 2010 Tax Act, pointing out important new concepts to consider, traps to avoid and much more.
Major topics include:
ü The Law For 2010 Before Passage Of The
2010 Tax Act
ü What Was Scheduled To Happen In 2011
Before Passage Of The 2010 Tax Act
ü Major Estate Tax Changes Enacted In
The 2010 Tax Act
ü Major Gift Tax Changes Enacted In The
2010 Tax Act
ü Major Generation-Skipping Tax Changes
Enacted In The 2010 Tax Act
ü Portability Of The Estate Tax
Exemption
ü Formula Clauses
ü General Planning Opportunities
ü Planning Checklist After The 2010 Tax
Act
ü Planning For A Possible Reduced
Federal Estate Tax Exemption
ü Planning Techniques To Reduce The Size
Of An Estate
ü Proposed Changes Not Enacted In The
2010 Tax Act
ü More
NOTE: For a more detailed explanation of the 2010 Tax Act provisions affecting
estates, gifts and trusts themselves, please see Louis A. Mezzullo's December
2010 program, 2010 Tax Act: The Estates, Gifts And GST Provisions, which,
like this course, is also listed under “Estate Planning” in the “Quick List” for
your state. Mr. Mezzullo's talk was recorded immediately after passage of the
2010 Tax Act, before practitioners had time to thoroughly consider the planning
and drafting effects of the 2010 Tax Act.
FORMS: To download forms relating to these and many other topics, please go to
www.NLFforms.com
|
