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

April 22, 2021

  • 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