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Estate Planning After the 2010 Tax Act Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

Bergen Community College

Tuesday, January 4, 2011 from 7:00 AM to 12:00 PM (EST)

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Ticket Type Sales End Price Fee Quantity
Estate Planning After the 2010 Tax Act Ended $50.00 $0.00

Share Estate Planning After the 2010 Tax Act Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

Event Details

 

 

 

Bergen Community College and Martin M. Shenkman, CPA, MBA, PFS, AEP, JD are partnering to offer an educational seminar on today's Hot Topic

Estate Planning after the

2010 Tax Act

CPE and CFP Professional Credits Available

Practical explanation of the estate, gift, and GST tax provisions contained in the 2010 Tax Act, What will it mean to your practice? What planning is still relevant to do? What do you tell clients now? Why estate planning isn’t over!

 

► Estate, gift and GST exemptions of $5 million (but the gift exemption remains $1 million for 2010 and increases to $5 million January 1).  How does this impact existing and future estate planning transactions?

 

► Inflation indexing will prevent inflation from eroding the value of the portability tax breaks. Or will it?   

 

► 35% tax rate beginning in 2010. What does this mean to planning?

 

► 2010 option for estates to elect instead of the estate tax to use carry over basis. What does this mean to executors? What surprising issues might be created? How and where do you report this to the IRS?

 

► What should be done about existing life insurance coverage? What other insurance planning opportunities exist?

 

► Impact on buy sell agreements, prenuptial agreements and others.

 

► Planning opportunities for non-married partners.

 

► Why these rules are a unique planning opportunity which may only be available for a short time.

 

► What changes might you want in your will? Power of attorney? Other documents?

  

                  Tuesday, January 4, 2011 from 8:00 am - 11:00 am (ET)                    Registration 7:00am
Bergen Community College
Paramus, NJ 07652

 

 

 

 

 

Have questions about Estate Planning After the 2010 Tax Act Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010? Contact Bergen Community College

When & Where


Bergen Community College
Room TEC-128
400 Paramus Road
Paramus, NJ 07652

Tuesday, January 4, 2011 from 7:00 AM to 12:00 PM (EST)


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