The audio system will evaluation the vital subjects mentioned on the Heckerling Institute on Property Planning in January 2023 in Orlando, Fla., together with:
- The will increase within the lifetime exclusion and its impact on planning
- The looming sundown of the 2017 enhance within the exclusion and new proposed laws on clawback
- IRS challenges to grantor retained annuity trusts
- Proposed IRC Part 2053 laws
- Marital deduction planning, together with new guidelines on late portability elections
- Cut up-dollar life insurance coverage, together with the Levine split-dollar case and its teachings for IRC Part 2036 functions
- The newest on planning with retirement advantages beneath the SECURE Act
- The Company Transparency Act
CFP, CIMA®, CPWA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
Kevin Matz
Accomplice
ArentFox Schiff
Thomas W. Abendroth
Accomplice and Personal Shoppers, Trusts & Estates Follow Chief
ArentFox Schiff
Stephen Liss
Accomplice
ArentFox Schiff
Susan Lipp – Moderator
Editor in Chief
Trusts & Estates
