The panelists will provide an overview of the most important estate planning strategies covered at the Heckerling Institute on Estate Planning.
Topics to be discussed include:
- Estate planning in light of the Republican trifecta in the election and what this may mean for the scheduled sunset of the temporarily doubled federal estate, gift and GST tax exemptions after December 31, 2025,
- The Corporate Transparency Act and BOI reporting, including the federal court injunction and its implications
- Recent Supreme Court decisions will make it easier to challenge tax regulations – Looper Bright and Corner Post
- Planning for buy-sell agreements in light of the Supreme Court’s decision in Connelly
- The Final Regulations on Basis Consistency Reporting
- Final Regulations on GST Tax Relief Provisions
- The latest on planning with retirement benefits under the SECURE Act and the SECURE 2.0 Act
- Estate of Fields and IRS challenges to family limited partnerships including due to the retained ability to participate in partnership liquidation decisions
- CCA 202352018 – gift tax consequences of modifying a grantor trust to add a tax reimbursement clause
- A tale of two recent QTIP marital trust termination cases – Anenberg and McDougall
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval
Speakers
Christine Quigley
Partner
ArentFox Schiff
Kevin Matz
Partner
ArentFox Schiff
Thomas W. Abendroth
Partner,
ArentFox Schiff
Anna Stern – Moderator
Legal Editor
Trust & Estates
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