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.
Presenters:
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
Cost:
MSBA Members: $29.95
Non-MSBA
Members: $64.95