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    Estate Planning Nuggets: Creative Planning Strategies for the Rest of the Year

    • How to administer and “shore up” 2020 planning
    • Tips for 2021 gift tax returns
    • Creative and interesting planning ideas for a wide range of estate planning topics including: modifications to make to estate planning documents for a virtual environment (and Covid)
    • Creative steps that might enhance note sale transactions and defined value clauses
    • Special application of GRATs in the current environment
    • Steps to protect yourself as a practitioner
    • …..and much more

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