AEP® Designee and EPLS Certificant Forum Event with Panel Discussion and Breakout Sessions
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Topic: Creative Planning in Light of the Changing Political Landscape and Possible Tax Consequences
About Our Presenters
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Mr. Shenkman is an attorney in private practice estate and tax planning, planning for closely held businesses, and estate administration in Fort Lee, New Jersey and New York City. He is the author of 42 books and more than 1,000 articles. He is an Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter’s Kluwer), and the Matrimonial Strategist. He previously serve on the editorial board of many other tax, estate, and real estate publications. He currently serves on the national board of the NAEPC.
Sandra D. Glazier, Esq.
Ms. Glazier, an equity shareholder in the firm of Lipson/Neilson, P.C. in Bloomfield Hills, MI, has been a practitioner for more than 38 years and is known for her expertise and successful track record in probate litigation, estate planning, trust and estate administration, and family law matters. The cases Ms. Glazier works on tend to be very complex and require technical as well as legal expertise. She has had numerous articles published by some of the legal industry’s leading publications and received a Distinguished Author’s Award from Trusts & Estates Magazine. Ms. Glazier also acts as an advisor to the Notre Dame Tax Institute and she was awarded the AEP® designation by the NAEPC.
Abigail O’Connor, JD, MS
Ms. O’Connor leads her own firm of O’Connor Law LLC where she is an accomplished attorney with over a decade of experience dedicated to trusts and estates. Her specific practice areas include estate planning, estate and gift tax strategic planning, Alaska trusts for both Alaskans and non-Alaskans, representation of trustees and beneficiaries, estate administration, and family business succession planning. She is a Fellow in the American College of Trust and Estate Counsel and regularly writes and speaks about estate planning. Ms. O’Connor approaches estate planning from a comprehensive perspective, meaning she considers and incorporates tax issues, non-tax issues such as challenging family dynamics and special considerations for family business owners. She also serves litigation attorneys by creating settlement models to assist with mediation and litigation strategies.
Join us for a spirited discussion focusing on:
- What planning should clients consider now?
- What transfer tax planning might clients consider now? Does the Biden proposal effective date for deemed realization make the Van Hollen retroactive effective date less concerning?
- How has the Biden capital gains proposal changed the possible use of CRTs in the current environment?
- What mechanisms might be integrated into current planning to permit unwinding transfers if they unintentionally become taxable? What are some of the different views of disclaimers, recision and more?
- How does life insurance planning change now and what should clients of even moderate wealth consider doing?