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Luncheon: What Should a Married Couple's Estate Plan Be Post 2017?

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Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Prairie Trust™ invites you to a complimentary luncheon webinar on What Should a Married Couple's Estate Plan Be Post 2017?

Recent years have seen a historical change in the way planners should approach fundamental estate planning practices. The federal estate tax is increasingly an issue for only a very small part of the population, and it is much easier to avoid the tax with a minimum of planning. But many face uncertainty as to whether they are truly free of the tax or only in the midst of a 7 year increase in the applicable exclusion amount of $10 million indexed for inflation through 2025.

Current best practices in estate planning under the current laws will be examined.

Discussion highlights include:

- The increased application exclusion and enactment of portability
- Changes in marital planning for married couples
- Factors to considering using portability versus traditional A/B planning
- Impact of state death taxes
- Disruption caused by maximum exclusion type formulas
- Ways to preserve the option of obtaining a step up in income tax basis

Speakers (via webinar):

Thomas W. Abendroth, Partner, Schiff Hardin LLP
Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

To reserve your seat, please RSVP by Tuesday, April 2.

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Continuing Education:

Attendees may receive up to 2.0 hours of Continuing Legal Education (CLE) credits for participating in this group-live Briefing. We will submit for CLE approval after each program. A sign-in sheet will be available at each session.

ABA Professional Certifications approved this program for 2.5 CTFA continuing education credits for the live program and the recording.

The Certified Financial Planners Board has approved this briefing/webinar for 2.0 continuing education credits. Recordings are not eligible for CFP credits.

This group-live event is eligible for 2.0 CPE credits for CPAs (Taxes). Recordings are not eligible for CPE credits. No prerequisites required.

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Date and Time

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

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