INSTANT DOWNLOAD: “Current Important Developments (May/June 2022)”

Are You Aware of the Latest Important
Estate Planning Developments You Need to Know?

We’ve Brought in the Nation’s Leading Experts to Weigh-In!

With all of the looming economic uncertainty, it is more important than ever for estate planners to stay on top of the most critical developments in estate planning now more than ever before. However, the whirlwind of developments has made that challenging. Plus, many estate planning professionals are too busy with the day-to-day grind of meeting with and working on client matters to have to research and navigate all of these changes on their own.

This is why we’ve brought in the nation’s two leading experts, Robert S. Keebler, CPA/MST, AEP (Distinguished), CGMA, and Martin M. Shenkman, J.D., CPA, MBA, for a special and timely presentation entitled, “Current Important Developments in Estate Planning (May/June 2022)”.

During this 101-minute presentation, Bob and Martin will cover:

• The planning implications from the Smaldino tax court case
• The opportunities available thanks to the Split-Dollar Life Insurance Levine case

• The lessons to be learned from the Valuation Adjustment Nelson case
• How CCA 202152018 impacts the administration of GRATs

• An overview of President Biden’s Greenbook Budget Proposal
• The malpractice consequences we can all takeaway from the Wellin case

• Estate Planning Alphabet Soup – SLATs, SPATs, DAPTs, and Hybrid DAPTs
• Exceptions every estate planner needs to know about from the Anti-Clawback Regs

• And much more!

How long would it take you to research all of these issues and pull out all of the key takeaways from each of these?  Instead, have the experts do it for you in one, consolidated, practical and “what you need to know” presentation!

Your purchase includes an instantly downloadable video and audio recording and PDF handout materials.  A PDF transcript is available as an add-on for an additional fee.