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Estate Planning In The Era Of High Estate Tax Exemptions (A New Way of Thinking)

Description

Introduction and Schedule
Steven Widdes – Stein Sperling

Overview of Federal and Maryland Death Taxes

This session will address recent changes to estate tax laws on the Federal and State levels.
Micah Bonaviri – Stein Sperling

Transfers and Trust Planning in Light of Income Tax Basis Considerations

A review of the best strategies to reduce to or eliminate additional tax burden for trusts.
Micah Bonaviri – Stein Sperling

Coordination of Asset Ownership and Asset Protection

This session will review the potential pitfalls of ownership for assets to avoid or prevent tax liability.
Nicholas Monteleone – Hidey, Coyle & Monteleone

Beneficiary Designations Under the SECURE Act

The SECURE Act is effective as of January 1, 2020, learn the new law and what changes should or should not be made to retirement accounts.
Nicholas Monteleone – Hidey, Coyle and Monteleone

Planning for the Larger Estates

Estate planning for high net worth clients involves a unique level of complexity, along with a particular set of risks regarding increased income tax or capital gains tax. Learn strategies that help establish an appropriate estate plan.
Steven Widdes – Stein Sperling

Common Client Situations (and how to would handle them)

There are many potential pitfalls with estate planning and it could cost your client. Make sure you ask the right questions to prevent costly mistakes and how best to troubleshoot issues when changes to your clients’ family and assets occur.
Nicholas Monteleone – Hidey, Coyle and Monteleone
Steven Widdes – Stein Sperling
Micah Bonaviri – Stein Sperling

Course Level
TBD
CLE Field of Study
Continuing Education Legal Credit
4
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When
Available 24/7
Location
Online
Total CLE Credits
4
Format
On-Demand

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$140.00

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$160.00
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Estate Planning In The Era Of High Estate Tax Exemptions (A New Way of Thinking)