In light of the 2012 estate tax legislation, the increase of federal estate tax exemption to $5 million, and the ability to utilize portability, there are a number of action steps that should be considered to protect assets. This presentation will address ten steps to take advantage of existing exemptions and laws, especially in light of proposals to remove certain popular planning techniques.
After viewing this presentation, participants will be able to:
Note this course is being broadcast as a webcast.
Some experience and knowledge of estate planning is suggested
FICPA Seminar EZMaterials! Instead of picking up paper manuals at the event, you’ll be able to download the EZMaterials as searchable PDFs to your laptop, tablet or other device seven days before the event. For an additional fee you may choose to purchase a hardcopy of the seminar manuals. If requested during registration at least eight days prior to the course, your hardcopy will be available for pickup at the event. Click here for more information.