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National Law Foundation Estates, Gifts, Trusts & Tax Materials Books, Audio CDs, DVDs, and FORMS |
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2012 And Beyond: Estate And Tax Planning Including Portability
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, 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 FORMS: For fully-editable downloadable forms in many practice areas, please go to www.NLFforms.com
This course does not qualify for NY CLE
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