How Does the New Tax Act Affect Your Client's Estate Plan?
| Faculty: | Kerrie C. Horrocks, Vanessa L. Kanaga, Jenna R. Millman |
| Production Date: | February 4 2011 |
Description
Enacted in December 2010, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (“2010 Act”) makes significant changes to the federal estate, gift, and generation-skipping transfer tax laws. Experienced trusts and estates practitioners Kerrie C. Horrocks, Vanessa L. Kanaga, and Jenna R. Millman unpack the intricacies of this new Act and examine its affect on various provisions of the Economic Growth and Tax Relief Reconciliation Act (“EGTRRA”). Ms. Millman compares and contrasts estate taxes under EGTRRA and the 2010 Act and discusses the benefits and drawbacks of the new “portability” provision for 2011 and 2012. Highlighting a number of planning opportunities regarding charitable and institutional gifts, Ms. Horrocks details the impact of this important new legislation on gift tax exemptions and rates. Concluding with Ms. Kanaga’s exploration of the generation-skipping transfer tax, this program provides a comprehensive and detailed overview of the 2010 Act and offers viewers guidance on how to advise current and future clients on estate planning matters.
Agenda:
I. The 2010 Act
II. Estate Tax
III. Gift Tax
IV. Generation-Skipping Transfer Tax
User Reviews
Alison (New York, NY)
Well presented overview.
Peter (Sycamore, IL)
very good
Brenda (Coral Gables, FL)
Found material informative as this is my area of practice.
Kathleen (Chicago, IL)
I thought the speakers were excellent.
Pamela (Rochester, NY)
very good refresher as sunset approaches
David (New York, NY)
very direct and covered the highlights.
Melissa (Lake Oswego, OR)
Very good overview and accompanying notes were nicely detailed. Good review of changes in law coupled with tips for estate planning attorneys
Warren (Palatine, IL)
One of the best online seminars. Very informative
idalis (Rockford, IL)
Kudos for actually making taxes sound interesting. Very informative .
Brett (Syracuse, UT)
Solid presentation.
James (Buffalo, NY)
one of the best and most helpful programs i've seen.
Stephen (Northbrook, IL)
Speakers did a great job for a somewhat boring topic. Everyone seemed very organized.
Thomas (Evanston, IL)
detailed summary of changes
Michael (Hicksville, NY)
Useful practical advice
Mary (San Mateo, CA)
Very helpful
Hugh A. (Fort Worth, TX)
Very well done. All speakers basically used the same organization, which made it easy to follow.
Jeff (Woodway, TX)
Good job
R J (Richmond, VA)
Very well done!
john (memphis, TN)
one of the best on-line courses, excellent slides and materials
Nicholas (Arlington, VA)
Outstanding. Best CLE course provided so far. Appreciated all of the information which was provided very clearly. All useful. Refreshing to discover that an on line course can be this helpful.
Delfin (Bowie, MD)
Very informative
Paul (Wharton, TX)
Excellent presentation on a complex topic.
Donna (Alexandria, VA)
Very helpful and interesting
Krista (Newark, DE)
This seminar was great.
Thomas (Upper Marlboro, MD)
Very Good Enjoyable
Donald (Great Neck, NY)
interesting
Michael (Richmond, VA)
Very good seminar
Marvin (Richmond, VA)
Fast-paced good presentation of a not too lively topic. The presenters did well considering the complexity of thetopic
Stacie (Hoboken, NJ)
Informative with respect to new tax laws.
Gregory (St Petersburg, FL)
Multiple speakers short presentations spiced up a subject that can be dry.
Elizabeth (Sacramento, CA)
Exceptionally useful.
Daniel (Buffalo Grove, IL)
Good overview of a topic I know nothing about!
Paul (Chicago, IL)
Interesting
JT (Odessa, TX)
really well done
Geoffrey (Chappaqua, NY)
Very useful course and very well-presented.
Price: $40.00
Purchase Course (For CE Credit)Earn CLE Credits
General Credits
| State | Credits |
|---|---|
| AK | 1.00 |
| AZ | 1.00 |
| CA | 1.00 |
| GA | 1.00 |
| ID | 1.00 |
| IL | 1.00 |
| MO | 1.00 |
| ND | 1.00 |
| NJ | 1.00 |
| NY | 1.00 |
| TS | 1.00 |
| UT | 1.00 |
| VA | 1.00 |
| WA | 1.00 |
Course ( Free )