EST2604. Estate Planning Update

A discussion of the most recent cases, rulings and legislative changes that impact the estate, gift and generation-skipping tax areas. Planning ideas to consider in light of the "One Big Beautiful Bill" and other tax law changes will also be discussed.

Learning Objectives:

• Understand what changes to the estate, gift and generation-skipping tax laws have been made in the past year.
• Learn how to plan in light of those recent changes to the law.