EST2501. Estate Planning 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:

• Identify recent changes to the estate, gift, and GST rules.
• 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.