Webinar Registration

President Biden's proposed plans call for several tax increases, to include individual income taxes, capital gains, and estate taxes. While we cannot predict which proposals may become law and when they become effective, they are far-reaching enough to cause concern for many investors who face the possibility of higher taxes. 

Assuming that some version of the Biden Plan is passed into law, one needs to consider its effective date. Join estate planning attorney Steve Mancini for his insights on tools that are worth considering in 2021.

The learning objectives include:

• Transfer planning strategies in the event of retroactivity
  • Disclaimer Planning, QTIP Trusts, Formula Clauses that would "self correct"
  • Life Insurance
• The pros and cons of large gifting NOW
• Estate free techniques that can pass on future appreciation to heirs
• How other strategies, such as using different jurisdictions, may benefit clients 

This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.  

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.