The audio system will overview the essential matters mentioned on the Heckerling Institute on Property Planning in January 2023 in Orlando, Fla., together with:
- The will increase within the lifetime exclusion and its impact on planning
- The looming sundown of the 2017 improve within the exclusion and new proposed rules on clawback
- IRS challenges to grantor retained annuity trusts
- Proposed IRC Part 2053 rules
- Marital deduction planning, together with new guidelines on late portability elections
- Cut up-dollar life insurance coverage, together with the Levine split-dollar case and its teachings for IRC Part 2036 functions
- The most recent on planning with retirement advantages below the SECURE Act
- The Company Transparency Act
CFP, CIMA®, CPWA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
Kevin Matz
Associate
ArentFox Schiff
Thomas W. Abendroth
Associate and Non-public Shoppers, Trusts & Estates Apply Chief
ArentFox Schiff
Stephen Liss
Associate
ArentFox Schiff