Program 1:
Thursday, September 30, 2021
Program 1 Topics:
Current Federal Tax Developments, Jonathan G. Blattmachr
Now What?: Surviving the Recent Tax Law Changes – An Estate Planners Perspective, Jonathan G. Blattmachr and Beth Shapiro Kaufman
*This panel will be held in Washington or Wilmington depending upon when there is a final Tax Bill available.
The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond, Beth Shapiro Kaufman
Fiduciary Income Tax Basics and the Use of Intentionally Defective Grantor Trusts, T. Randolph Harris
Flexible Marital Deduction Planning, Barbara A. Sloan
The Fundamentals of Life Insurance in Private Wealth Planning, David A. Wexler, CLU