Balancing Income Tax Planning and Estate Tax Planning
This Cannon Teleconference will be only offered live in person at the Minnehaha Country Club. The recording will be posted in the SFEPC document library about a week after the event. CE will only be available for those attending the live event in person, unless the CE you're applying for allows credit for viewing recordings.
A buffet lunch will be served starting at 11:30 am. The 90-minute webinar begins at noon.
Registration will close at 5 pm on Thursday, July 17th.
Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country’s political and economic climate. Far more often than not, when an estate planner designs a plan, the planner doesn't know what the tax laws will look like when the plan is implemented. In addition, in some cases, the composition and aggregate value of a client’s estate changes materially between the time when estate planning documents were signed and the client’s death. Thus, building flexibility into estate plans so that post-death decisions can be made to minimize estate tax, or income tax, as appropriate, is paramount. In this webinar, we will focus on:
- Portability and “Clayton” QTIP trusts
- Using general powers of appointment and other strategies to achieve “free” basis step-up
- Design and uses of long-term, multigenerational trusts
- Minimizing trust-level income taxes
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