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Trust & Estate Planning in a Unique Year
2020 has been a year like no other. One thing is for certain — we are learning to live with and plan for uncertainty. During this program, the speakers will address new trends and common estate planning questions. It is widely accepted that depending on the outcome of the election, changes to federal tax laws could be enacted in 2021. There are estate planning opportunities that you should consider taking advantage of before that happens.

Among other topics, our panelists will discuss:
• How should you alter estate planning strategies given the current situation? Are there specific elements of your plan that should be reviewed?
• How does the SECURE Act and CARES Act, including withdrawals and loans from retirement accounts, affect retirement planning?
• What should be addressed when multiple generations are living together during a pandemic?
• How should you approach federal estate, gift, and generation-skipping transfer (“GST”) tax exemptions?

01:15:00

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