Estate Planning in 2021

Event Description

Remote participation only.

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.


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: 343906


Probate & Trust Section Member: Free
MSBA Member not in the Probate & Trust Section: $20
Non-MSBA Member: $30
Law Student: FREE

*Join the Probate & Trust Section:  Membership is 50% off through February 28th! Add the Section Membership to your cart here and use code SECTIONSAVINGS at checkout. Want more information about the Probate & Trust Section ? Email Tram Nguyen at with questions.

Deadline to register: March 1, 2021

Remote Participation: Remote instructions will be emailed to you the day prior to the event.

Payments: Due to the pandemic, accounting staff have limited access to the office making the processing of checks difficult. We request that you register online or over the phone by credit card whenever possible. If you need assistance, please contact the program manager.  If you must pay by check, please use this registration form.

Cancellations: Need to cancel? Please see our cancellation policy .

Accommodations: The MSBA is committed to creating an inclusive environment in which all members can participate fully. If you need reasonable accommodations to participate in this event, please notify the program manager.  Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations. Thank you.

Program Manager:
Tram Nguyen


Register for this Event


Wednesday, March 3, 2021

12:00 PM to 1:00 PM

Live Webinar - Zoom