Messrs. Terrill and Beckwith reprise their recent presentation at the 17th Annual Estate Law Institute taking into account each of the Key provisions of the "Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010" passed late last year.
Hear two nationally recognized estate authorities discuss what has happened and learn ways to protect both you and your clients under the new Act.
Topics include:
* Brief overview of how we got to this point * Key income tax changes-extensions that affect private wealth planning * Basic Estate and Gift changes * GST provisions * Impact of legislation on the estates of people who died in 2010 * Top ten things a practitioner needs to do with regard to planning in 2011 and 2012 * Prospects for other proposals and what happens after 2012
Major Ethics Rules Changes (Rev. August 2009) (ETHICS COURSES ONLY) (2 Pages, 26 KB)
User Feedback
"The two speakers were so well versed in the topic, and so at ease with the subject matter and each other, it was a pleasure. The time flew by." (Philadelphia, PA)
"Jack Terrill is an excellent speaker, dry wit gives me a laugh during heavy tax talk. Great presentation." (Bethlehem, PA)
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