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Estate Planning Issues

Description

What Trusts Should Clients be Doing Now that we Know the Election Results
This session will review timely information related to which trusts to choose based on the results of the 2020 Presidential Election.
Martin Shenkman, Shenkman Law

Annual Tax Update
This session will review recent developments on the Maryland and Federal laws and their impact on estate planning.
Beth Shapiro Kaufman and Megan Wernke, Caplin & Drysdale

Demystifying DNI and Section 67(g)
This session will clarify 2 fiduciary income Tax issues confronting practitioners.
Jeremiah W. Doyle, BNY Mellon

Retirement Planning After the SECURE & CARES Acts
Learn the wide-ranging consequences for income tax and estate planning from both recent laws.
Jordon Rosen, Belfint Lyons Shuman

Course Level
TBD
CLE Field of Study
Continuing Education Legal Credit
7.5
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When
Available 24/7
Location
Online
Total CLE Credits
7.5
Format
On-Demand

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Estate Planning Issues