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The Life Insurance Policy Crisis: The Advisors' and Trustees' Guide to Managing Risks and Avoiding a Client Crisis
A Moving Target: Planning for Uncertain Change Under a New Administration (On-Demand CLE)
A Moving Target: Planning for Uncertain Change Under a New Administration (On-Demand CLE)
In the final months of 2020, estate planners dealt with uncertainty regarding a possible change in control in the U.S. government, as we awaited confirmation of the Presidential election results and the final results in the Georgia runoff elections.
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Now that a new Presidential administration is in place and control of Congress has shifted to the Democrats, planners are dealing with a different form of uncertainty as we await proposals from the Biden administration and Congress. There has been much speculation regarding the substance of those proposals and their possible effective dates. This program will discuss what we know about those potential law changes, including changes to the current income and transfer tax regimes. The focus of the program will be on techniques for planning in the face of this uncertainty, and the need to add flexibility when working with clients who may be hesitant to plan in such an environment. Sample clauses for some of the techniques will be provided by the speakers.
Product Details
Speakers
Jonathan G Blattmachr, Teresa L Bush, Vanessa Lyn Kanaga
Sponsors
Section of Real Property, Trust and Estate Law
Product Code
RP2103TMTOLC
Duration
90
Publication Date
3/4/2021 12:00:00 AM
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