Responding to the Estate Tax Repeal

• Overview
• Agenda
• Faculty
• Credits

Benefits

This teleconference will present a practical action oriented analysis of the estate and GST tax in 2010 focusing on the repeal of the estate tax and subsequent developments. The focus will be on how the client advisor team, consisting of the estate planning attorney, insurance consultant, accountant and wealth manager can take practical and coordinated steps to best serve their clients through the uncertainty. How can document drafting be changed to deal with the uncertainty? Even if the estate tax is retroactively reinstated it may take years to resolve issues that remain. What can be done with documents you are preparing now for clients to better protect them and address this uncertainty? How can investment/wealth managers better administer client investment accounts in light of the uncertainty? If repeal remains for 2010 what does this mean to investments? What steps can accountants and other advisers take? Sample language and provisions will be provided. Understanding the theory and history of how the repeal of the estate tax occurred is helpful, but this teleconference will focus on practical implementation and planning. Extensive materials will be provided.