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Effects of Recent Events on Estate Planning

 

Explore the possible changes in tax law that could impact estate planning, and how to best advise clients during this time of uncertainty.

Recent events, including the 2020 election, may result in changes to tax laws that could be effective as soon as January. One major change may be the reduction of the current estate and gift tax exemption to less than half of its current amount. For clients with sufficient wealth, this may mean that making lifetime gifts now, before the law changes, could save a significant amount of eventual estate tax. For other clients, estate taxes may now become a concern, when they haven't been previously, requiring a revision to their estate planning documents. All clients, including those unlikely to be affected by the estate tax, still can benefit from having a solid estate plan in place, which may include trusts to protect assets from waste and creditor claims. This material will explore the possible changes in tax law that could impact estate planning, and how to best advise clients during this time of uncertainty. The information will also review the benefits of using trusts in estate planning in general, and sophisticated trust strategies that may be useful for high net worth clients, including those who have significant pension plans and IRAs.

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Effects of Recent Events on Estate Planning

Agenda

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Effects of Recent Events on Estate Planning

Faculty

Jonathan G. Blattmachr

Jonathan G. Blattmachr

InterActive Legal

  • Principal at InterActive Legal
  • More than 45 years of experience in trusts and estates law
  • Former partner in Milbank (formerly, Milbank Tweed Hadley & McCloy) in New York
  • Admitted to the bars in New York, California, and Alaska
  • Wrote or co-wrote nine books and more than 500 articles on estate planning topics
  • Writes and lectures extensively on estate and income tax planning, as well as charitable giving
  • Editor of Wealth Transfer Planning and founder of InterActive Legal - www.interactivelegal.com
Teresa L. Bush, Esq.

Teresa L. Bush, Esq.

InterActive Legal

  • More than 30 years of experience in trusts and estates law
  • Director of Education and Support Services for InterActive Legal
  • Former attorney with Kelly, Hart, and Hallman in Fort Worth, Texas, and tax consultant with Ernst & Young
  • Author of several articles/blogs on estate planning topics
  • Frequent presenter of online webinars and training classes, including “Effect of Recent Events on Estate Planning, “Estate Planning Before 2026 (and Beyond) for Married Couples,” “Restructuring Trusts for the New Tax Law: Trusts under the SECURE Act”
  • Graduate, Rice University and University of Texas School of Law
  • Can be contacted at [email protected]
Vanessa L. Kanaga, Esq.

Vanessa L. Kanaga, Esq.

InterActive Legal

  • CEO of InterActive Legal
  • Former associate attorney at Milbank (formerly, Milbank Tweed Hadley & McCloy) and Moses & Singer in New York, and Hinkle Law Firm in Wichita, KS
  • Advanced certificate in estate planning, New York University Law School; certificate in business strategy, Cornell University
  • Author of several articles/blogs on estate planning topics
  • Frequent presenter of online webinars and moderator of InterActive Legal's Roundtable webinar series
  • Graduate, Wichita State University and Cornell Law School
  • Can be contacted at [email protected]
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Effects of Recent Events on Estate Planning

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