DVDs and Course Book
Think of 2012 as the “Year of Planning Opportunities,” hopefully not the end of the “Golden Age” for estate planning. In this 2.5-hour January 6, 2012 program by Steven G. Siegel, a nationally-recognized tax and estate planning expert, and also author of The Siegel Post, which is located at www.NLFforms.com, you receive a useful explanation of the Federal Estate, Gift and Generation-Skipping Tax Rules for 2012 and beyond, including the very important “portability” of the Federal Estate Tax Exemption. Mr. Siegel then gives a practical description of the potential problems to avoid and the opportunities to consider.
Major topics include:
üWhat Are The Estate, Gift And Generation-Skipping Tax Rules For 2012 And Beyond?
üPortability of The Estate Tax Exemption
üPotential Problem With Formula Clauses In Wills And Trusts
üPlanning Opportunities In 2012
üFlexible Planning Is Essential
üBe Certain Life Insurance Is Not Taxable In Decedent's Estate
üMaximize Gifting In 2012
üFreeze Values At Current Levels
üConsider Dynasty Trusts
üRelevant New Laws Enacted As Part Of The Health Care Reform: Effect On Future Tax And Estate Planning
BOOKS FOR LAWYERS: Over 40 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)