Tuesday, June 22, 2021
12:00 PM - 1:00 PM
The Covid-19 pandemic has changed nearly every aspect of "business as usual," and estate planning is no exception. In this one-hour course, we will survey major changes that have occurred in the wealth transfer landscape, discuss anticipated alterations to the federal estate tax regime, and look at options for helping clients navigate this unprecedented environment. Specific topics addressed will include: (1) counseling clients on tax and economic uncertainty; and (2) leveraging lifetime transfer techniques for historically low interest rates, such as intra-family loans, spousal lifetime access trusts (“SLATs”), grantor retained annuity trusts (“GRATs”), and installment sales to intentionally defective grantor trusts (“IDGTs”).
– James R. Thomson; Lathrop GPM LLP
– Kara P. Gray; Lathrop GPM LLP
Webcast also included in the following webcast package(s):
June Webcast Extravaganza
Minnesota CLE has applied to the Minnesota State Board of CLE for 1.0 standard CLE credit. The maximum number of total credits you may claim for attending this program is 1.0 credit.