Tax and Estate Planning Under the American Taxpayer Relief Act of 2012
Thursday, Oct 24 2013
Thursday, Oct 24 2013

Estate planning has become more complicated as a result of the new tax law, especially in decoupled states such as New York, New Jersey and Connecticut. Preparing an estate plan involves the interplay of the Federal estate tax, the state estate tax, portability, higher income tax rates, basis step-up, and asset protection. This course will cover the provisions of the new law and how the new law and its interaction with state law affects the planning for clients with various size estates. Income tax issues including the benefits of the Roth conversion under the new law will also be discussed.

New York, New Jersey & California Credit: 3.0 professional practice This live program provides transitional/non-transitional credit to all attorneys. Illinois & Pennsylvania Credit: 2.5 General


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