Despite the generous transfer tax exemption we have today, it is essential to plan now for a potential reduced opportunity in the future. This program will address planning considerations that need to be made in the 2012 window of opportunity, including: What are the current rules with respect to the law is currently with gift, generation-skipping transfer tax and estate tax, flexible estate planning: QTIPs, using disclaimers and planning for reduced opportunity in the future, understanding issues with formula clauses in wills, pros and cons of portability, what to do if you live in a state with a death tax.
CPE: 2 Hours/Taxes
Presented by Steven G. Siegel, JD, LLM