INSTANT DOWNLOAD: “Estate Planning–Best Ideas to Share with Clients”

What Should Estate Planners Be Telling Clients
About Planning in Early 2022?

What You Need to Know from the Nation’s Leading Experts,
Robert Keebler & Martin Shenkman

What should practitioners be telling clients about planning in early 2022; large exemptions, low interest rates and a full “toolbox” of estate planning strategies.

How do several significant recent developments affect the estate planning landscape in 2022 and beyond? What do we tell clients about the tax environment in Washington? What planning techniques make sense to implement now? How might the House income tax surcharges affect income tax planning for trusts and estates? What might practitioners suggest to clients to address the planning “fatigue” that some clients feel after the whirlwind of 2020-2021 planning?

All of these burning questions will be answered through an in-depth, content-packed presentation by two of the nation’s leading tax and estate planning experts, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA., and Martin Shenkman J.D., CPA, MBA, for this very timely and practical program entitled, “Estate Planning – Best Ideas to Share with Clients in 2022”.

In this 114-minute presentation, you will learn about strategies including but not limited to: The Build Back Better Act, newly released IRS rules around GRATs, the impact of the Smaldino case on estate planning, advanced-level planning for clients, including SLATs, Incomplete Non-Grantor Trusts (and which states to recommend), Dynasty Trusts, and Intentionally Defective Grantor Trust Sales, plus more on fixing Portability problems, and a number of IRA and retirement planning strategies and much more!

If you are meeting with clients and are trying to guide and advise them of what the best planning opportunities and strategies are available to them, this is program that you will not want to miss!

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.