In 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

This course does not qualify for NY CLE

FORMS: Would you like excellent forms prepared by Mr. Siegel on this topic? Please go to our “Useful Forms for Lawyers” web site, www.NLFforms.com, and click on “23 Clauses For 2010 Estate Tax Issues.” For a very reasonable price, you can immediately download 23 editable clauses addressing 14 issues identified by Mr. Siegel.