Estate Planning for 2016 and Beyond (MLC462R)

Get Up-to-Date on the Latest Estate, Gift and Generation-Skipping Taxation Laws

The Congress has made drastic changes to the Internal Revenue Code in the past few years regarding Gift, Estate and Generation-Skipping Taxation. Additionally, there has been a ruling on the issue of same-sex marriages by the US Supreme Court. Therefore, it is essential for every practitioners in property advising their clients to understand and know the effect of the latest legislation and the Supreme Court ruling, together with recent case law developments.

Join expert speaker Arthur Werner in this sessionto get a full understanding of the new legislation introduced by Congress. In this session, Arthur will lay-bare all the amendments to the new Internal Revenue Code. This session is a must attend for Financial Planners, Estate Agents, Attorneys who are looking to keen on keeping themselves updated on the latest Gift, Estate and Generation Skipping taxation laws. You will attain a level of comfort, after completing this course, which will assist you in successfully advising your clients in the area of estate planning.

Session Highlights

• Complete understanding of the new legislation
• Complete understanding of the Supreme Court ruling concerning same-sex marriage issues
• Estate Tax issues and planning techniques
• Gift  Tax issues and planning techniques
• Other tax and non-tax issues and planning techniques
• Step-up in basis issues

Who should attend?

• CPAs
• EAs
• Attorneys
• Financial Planners
• Insurance Agents
• Bankers Design Engineers