Estate Planning in 2021

This program will explore the estate planning landscape in 2021, including Governor Walz’s tax proposal and potential tax law and policy changes under the Biden administration.  Hear an experienced estate planning attorney, financial and investment planner, and certified public accountant provide their perspectives on possible issues and opportunities, including:
- Planning for increases in income tax rates
- Planning options to take advantage of low interest rates
- Multi-jurisdictional planning
- Options for using estate/gift and GST tax exemption amounts
- Planning for potential retroactivity of any tax law changes
Participants will gain an enhanced understanding of the issues involved and benefit from practical advice and techniques that can be offered to clients.

This CLE is approved for credit through June 18, 2023.

Andrew Howard | Partner, Taft Stettinius & Hollister LLP
Robert Dietz | Director, Wealth Strategies, Bernstein Private Wealth Management
Brooke Hanssen | Tax Manager, RSM US LLP

CLE Credits:
1.0 Standard CLE Credit | Event Code: 376291

MSBA Members:  $29.95
Non-MSBA Members:  $64.95



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