Mar

04

A Moving Target: Planning for Uncertain Change Under a New Administration

1 PM EST

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.

The ABA will seek 1.5 hours of CLE credit in 60-minute states and 1.8 hours of CLE credit for this program in 50- minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules. Please visit americanbar.org/mcle for general information on CLE at the ABA.

Duration

90

Format

Web

Date

Mar 04, 2021

2021-03-04T13:00:00-05:00 2021-03-04T14:30:00-05:00 A Moving Target: Planning for Uncertain Change Under a New Administration 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.

Jonathan Blattmachr

Interactive Legal

Teresa Bush

InterActive Legal

Section of Real Property, Trust and Estate Law

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