Mar

    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.

    Event Details

    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.

    Speakers

    Jonathan Blattmachr

    Interactive Legal

    Teresa Bush

    InterActive Legal

    Sponsors

    Section of Real Property, Trust and Estate Law

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