Mid-Year Developments in Estate Planning

Partners Todd Angkatavanich, Kevin Matz, and Allison Pfeifle will present “Mid-Year Developments in Estate Planning,” offering an exploration of recent trends and legislative changes affecting estate planning.

The webinar will explore new proposed tax legislation impacting income, gift, estate, and GST taxes and the narrowing scope of the Corporate Transparency Act. The speakers will address the impact an increased exclusion amount, recent caselaw impacting marital trust planning, buy-sell agreements following the Supreme Court’s decision in Connelly v. United States, and planning with family limited partnerships and family limited liability companies in light of the Fields v. Commissioner decision. Also on the agenda: the impact of recent Supreme Court decisions on challenging tax regulations, final regulations on basis consistency, and recent cases involving option agreements and intra-family loans.

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