Many clients used specific estate planning techniques prior to year end based upon projections about who would be President, the makeup of Congress, anticipated estate tax laws, and predictions about the economy and interest rates. Now that some of these issues are settled, we will review estate planning techniques that are available and discuss how to fix what we did and resolve client remorse.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Jonathan W. Michael, The Michael Law Group, P.C., Chicago
Gregg M. Simon, Much Shelist, PC, Chicago
Originally presented as part of the 64th Annual Estate Planning Short Course