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Estate Planning in 2010

Date

4.27.2010

Time

8:30 a.m. - 4:15 p.m.

Host

PESI

Location

Hilton Stamford Hotel, 1 Stamford Place, Stamford, CT

Event Information

For many estate planners, 2010 caught them by surprise.  The one-year repeal of the federal estate tax on January 1, 2010, built into the 2001 tax act, is something few planners thought would actually come to pass.  With repeal actually here, and other changes -- perhaps retroactive to January 1, 2010 -- in the offing in Congress, there has never been a more important time for planners to be abreast of the latest estate planning ideas.

In this all-day seminar, you will learn about up-to-the-minute planning strategies for responding to recent law changes, including:

  • EGTRRA 2001's one-year repeal of the estate tax
  • What steps clients and advisors need to take in light of the new law, including changes to formula clauses in will and trusts and planning for carryover basis
  • What planning is necessary if EGTRRA 2001 is repealed or changed retroactively (it has not been as of the date this invitation was printed)

Using extensive case studies, we'll also cover:

  • Fundamental estate, gift and retirement account planning
  • State inheritance tax planning, including decoupling
  • Advanced gift planning, including QPRTs, GRATs, IDIT sales and generation skipping Dynasty Trusts
  • Planning for "hard" assets, including business interests, real estate and private equity and hedge fund interests

This is an intermediate-level program for attorneys and CPAs/accountants.  This intermediate course will also benefit financial planners, enrolled agents, insurance professionals and trust officers who need to keep current on changes in the estate planning arena.

Speakers:
Matthew A. Bovino, Partner, Davidson, Dawson & Clark, LLP
Daniel L. Daniels, Partner, Wiggin and Dana LLP
David T. Leibell, Partner, Wiggin and Dana LLP

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