Beth Kaufman to Present Webinar on Estate Planning After the American Taxpayer Relief Act


Program Benefits:

In this practical, 60-minute webinar, you will be equipped with a detailed guide to the new rules under the 2013 American Taxpayer Relief Act and how they affect your current estate planning strategies.

Program Description:

The estate planning landscape has been dramatically altered by changes brought forth by the American Taxpayer Relief Act. Changes to portability, insurance and life insurance trusts, and the federal estate tax alone are just a few of the things impacted. What estate planning strategies will you need to change in 2013, how will these changes impact individual clients and how will your practices in general need to change? Join us for a live, 60-minute webinar, where you and your colleagues will discover:

• New tax changes & provisions under the American Taxpayer Relief Act
• New issues under portability: What estate planners must know
• Key tax exemptions & deductions for the estate, gift & GST taxes
• Estate planning: Biggest challenges under new legislation


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