General Session Onsite and Online
ENG2401. Estate Planning Update (EST, TAX) | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award
This session will review recent cases, rulings and legislation in the area of estate, gift and generation-skipping tax. How those new rules impact estate planning approaches will also be discussed.
Learning Objectives:
- Identify recent changes to the estate, gift, and GST rules.
- Determine which estate planning techniques work best in the new higher interest rate environment.
- Recognize how to plan for a reduction in the unified credit.
- Identify estate planning techniques you can use to reduce estate, gift, and generation-skipping taxes.
- Analyze how changes to the law impact how clients should think about their estate plans.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
