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What the Cool Kids Are Doing in Estate Planning Webinar
Estate planning strategies have become especially popular thanks to the global pandemic, its effect on asset values and income streams, historically low interest rates and changes to the federal tax laws made last March and December. During this CLE presentation, Georgia State University professor Samuel A. Donaldson, whose specializations include federal taxation and estate planning, explains and evaluates several “hot” planning ideas. Those concepts include spousal lifetime access trusts, charitable remainder trusts as beneficiaries of retirement accounts, ultra-long-term GRATs and incomplete gift non-grantor trusts.

Credits: 1 CPE. Credits Pending: 1 Substantive CLE, 1 CFP, 1 CTFA.

Apr 27, 2021 11:00 AM in Eastern Time (US and Canada)

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