Planning for the Future
June 1-2, 2022
When helping clients with their wealth planning, practitioners need to be aware of any new laws, rules or trends that are coming down the pike. Planning with an eye toward the future is key.
Our June panelists will cover a range of issues that may come into play when assisting your clients or improving your own practice, including the proposed Internal Revenue Service rules on required minimum distributions; the tax proposals in President Biden 2023 Green Book; what’s involved in adding elder care to your practice; the need to consider ethics when guiding clients on charitable giving opportunities; and what’s involved in obtaining a life settlement for your clients.
A review of some of the key regulations under the proposed SECURE Act, including what’s required to give eligible designated beneficiaries more time to take their RMDs – and how “disabled” is defined.
Explores some of the proposed changes to popular high-net-worth planning techniques, as well as some of the under the radar – but potentially highly-impactful – changes to trust and estate administration. And takes a closer look at who’s covered by the so-called Billionaire tax.
A look at the ethical and substantive rules regarding charitable giving that now involve all professions – attorneys, CPAs, trust officers, appraisers, planned giving officers, physicians notaries – who, failing to follow the ethical rules, can be subject to malpractice actions, huge IRS dollar and other sanctions.
A timely discussion of some of the most common blind spots and insights into the practical side of an elder law planning practice, including the services to provide and how to get up to speed, particularly for the many attorneys who may not be sure how it fits in with their current practice.
A review the basics of life settlements, and a description of all the steps involved in the process – including how to access the market, how to evaluate the policy and what’s involved in a policy auction.
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Five one-hour sessions spanning two days
Use discount code: WMTECLE2
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