RESOURCES HUB
webinar
Estate Planning Nuggets: Creative Planning Strategies for the Rest of the Year
webinar
- Professional
Estate Planning Nuggets: Creative Planning Strategies for the Rest of the Year
- How to administer and “shore up” 2020 planning
- Tips for 2021 gift tax returns
- Creative and interesting planning ideas for a wide range of estate planning topics including: modifications to make to estate planning documents for a virtual environment (and Covid)
- Creative steps that might enhance note sale transactions and defined value clauses
- Special application of GRATs in the current environment
- Steps to protect yourself as a practitioner
- …..and much more