Course ID: 2017

Estate Planning for 2017 and Beyond


Over the past few years, Congress has made sweeping changes to the Internal Revenue Code regarding Estate, Gift and Generation-Skipping taxation. In addition, the United States Supreme Court has issued multiple opinions on the issue of same-sex marriages. Understanding the impact of the new legislation and the Supreme Court rulings, together with recent case law developments is important to all practitioners in property advising their clients.


LEARNING OBJECTIVES
  • To gain an insight and understanding of Estate Planning and Gift Planning issues and techniques in 2017 and beyond, of Federal Estate, Gift and Generation Skipping taxation and recent cases law developments

MAJOR TOPICS
  • A total understanding of new legislation
  • A total understanding of the Supreme Court rulings regarding same-sex marriage
  • Estate Tax issues and planning techniques
  • Gift Tax issues and planning techniques
  • Generation-Skipping issues and planning techniques
  • Other tax and non-tax issues and planning techniques
  • Step-up in basis issues

DESIGNED FOR
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

PREREQUISITES
Basic knowledge of Federal Estate and Gift Taxation

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Intermediate

This course is available to be scheduled as:

Group Live
 

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