EST2301. Estate, Gift and Generation-Skipping Tax Update | 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:

• Analyze how changes to the law impact how clients should think about their estate plans.
• Assess estate planning techniques that they can use to reduce estate, gift and generation-skipping taxes.