Audio CDs and Course Book
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.