COR21104. Proposed Changes in the Estate and Gift Tax World (Pre-conference workshop - additional fee)

Several bills in Congress have been proposed that will severely alter the current state of the estate and gift taxes.  This session will explain the current law as it exists today, as well as, the various proposals and how each proposal will change the existing law.  If one of the proposals has been enacted at the time of the presentation, we will specifically address the enacted legislation in detail and the planning opportunities related to the new law.

Learning Objectives:

• Describe the proposed, or if actual is legislation is passed, changes to the estate and gift tax law.
• Describe the planning opportunities related to these changes in the law.