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Area of Focus Sessions

EST2501. Estate Planning Update

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.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate – (3-4 years in the profession)
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
EST
CFP
EA