This is an advanced, high-level course focused on tax planning issues for estate planners. Viewers should have a high-level understanding of estate tax and planning matters and come prepared to dive right into timely updates and practical strategies for dealing with issues such as reducing the Illinois Estate Tax through lifetime gifts, identifying and removing “rogue” powers of attorney, rules inside and outside Illinois for asset and creditor protection within trusts, how to help clients take advantage of leveraging the $5 million credit shelter before it expires and a “made easy” approach to GST planning.
Please click here for more information on this program, including registration.
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