A pre-recorded streaming VIDEO replay of one session from the April 2021 webcast seminar, Conner-Zaritsky 42nd Annual Advanced Estate Planning and Administration.
Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association
This session reviews transfer planning techniques and considerations in anticipation of a potential reduction in the $11.7-million estate and gift tax exemption amount, including a retroactive reduction of the exemption amount to the beginning of the year. The presentation also reviews potential legislative changes, the timing of such changes, and planning techniques to mitigate adverse tax consequences associated with a retroactive change in the law.