Planning Tips and Nuggets For 2020
Presented by Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD
12:00 PM - 12:15 PM - Opening Remarks
12:15 PM - 1:30 PM - Presentation and Q&A
Description: Creative estate planning ideas, recent developments and a discussion of what practitioners in all disciplines should be considering in the current planning environment. What types of techniques can be used to shift assets out of clients’ estate before year-end? How should those techniques be modified in light of potential election changes, the limited time left before the end of the year and more? How can you preserve access to those assets post-transfer? What creative tips might help note sale transactions (e.g. the “double Wandry” and more)? How and when should GRATs be used and how might their application differ from historical uses?
1. Learn ways to use exemption before year end and a possible change in law if the election shifts power in Washington.
2. How to preserve access to assets transferred out of a client’s estate.
3. Creative application of SLATs, SPATs, DAPTs and GRATs.
||Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City, New York, author of 42 books and more than 1250 articles. He is active with a myriad of charities including the American Brain Foundation and the American Cancer Society.
Members - $10.00
Non-Members - $20.00
Registrants will receive a link to the live GoToWebinar event 24 hours in advance.
Category of Track: Legal
Level of Track: Technical & New Developments
To view the full list and descriptions for BEPC Educational Tracks, click here.
BEPC's educational events may meet the requirements of Rule 15D under the Massachusetts Establishment and Administration of Mandatory Professional Education for the Practice of Public Accountancy.
BEPC is also a CE Sponsor through the CFP Board. BEPC applies for CE credit approval through the CFP Board for our educational events.
BEPC issues certificates of completion for educational events. The certificates list the number of CPE credit hours or CE credits awarded for the event. The certificate will also state if the seminar was approved by the CFP Board for CE credit.
To view BEPC's Event Cancellation & Substitution Policy, please click here.
To view BEPC's Code of Conduct Policy, please click here.
To view BEPC's Photo/Video Release Policy, please click here.