A pre-recorded streaming VIDEO replay of one session from the April 2018 live seminar, The Douglas W. Conner 39th Annual Advanced Estate Planning and Administration.
Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association
Note: Your GAL certificate may be found at the front of your written materials.
The 2017 Tax Act shattered many estate planning paradigms with a doubled estate tax exemption. This session reviews new planning considerations, including designing estate plans in the new “normal,” balancing income/basis considerations with estate tax issues, unwinding prior gifts and valuation discount strategies, dealing with the possibility of a clawback, and increasing flexibility to deal with the possible sunset of the increased exemption.