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Products tagged with 'tax exemption'

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62nd Annual Estate Planning Short Course (2019)

P9004-19U
This popular annual program for Illinois estate planners offers more than 15 hours of advanced estate and trust planning education.
From $748.00

Estate Planning with the Increased Federal Exemption and Building in Flexibility to Maximize Basis Step Up

P9004-19E-10
Learn more about how the Tax Cuts & Jobs Act affects estate planning practice. Topics discussed include: estate planning with the increased federal exemption (and possible sunset); changes to make to planning and documents (formulas, basis, use of federal, state and GST exemptions); building in flexibility to maximize basis step up; using powers of appointment to cause inclusion; and gifting.
$80.00
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