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Estate Planning Update: Are we looking at a repeat performance?
There are a number of proposals that once again could change the world of estate planning. Provisions to eliminate many of the most utilized estate planning techniques are at the forefront. Until changes actually occur, there is still time to plan! The seminar will focus on the present and future tax environments surrounding estate planning. We will highlight actions that can and should be taken now before any changes are implemented. In addition, we will discuss the many non-tax implications that must be considered in estate planning. Participants must have a basic knowledge of Estate and Gift taxation.

Course Date: July 27, 2022 | 8:30am - 11:00am
Course Level: Intermediate/Advanced
CPE Credits: 3
Course Fee: $225.00
Location: Zoom Webinar

**Please note that during the course of this webinar you will be provided (both verbally and on screen) with code words. These are to be written down and turned in at the completion of the webinar, space has been provided on the evaluation form. This is required for attendance monitoring and must be at least 75% accurate in order to be deemed "in attendance" and receive full course credit(s).

**As a reminder completion certificates will be sent out within 3 business days of the webinar.

Jul 27, 2022 08:30 AM in Eastern Time (US and Canada)

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