Back to the Future: Estate Tax Avoidance Planning
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A Video Teleconference (VTC) produced by the Society of FSP. VTCs are educational programs streamed over the Internet and hosted by local Chapters.
National Broadcast Dates:
February 16, 2011 1:00 p.m.–3:15 p.m. ET
*Chapters can offer programs on national broadcast dates or a date of their own choosing. Each Chapter also determines the cost and location for its program. Consult your Chapter about its plans to present this program.
This program is a MUST attend for anyone who does estate tax planning.
In Gregory vs. Helvering (293 U.S. 465), the tax court found that "The legal right of a taxpayer to decrease the amount of what otherwise would be his taxes, or altogether avoid them, by means which the law permits, cannot be doubted." Put another way, tax avoidance is legal; tax evasion is not. Now that Congress has realigned the estate tax stars, planners need to chart their course anew. This program features a specially chosen panel of estate planning and tax experts, two of whom, Lawrence Brody and Terence Stanaland, reunite from a 2008 program, "The Changing Face of Estate Planning." Panelists will discuss how the present tax law affects the estates of decedents in 2010, what planners can do for the coming two years, as well as planning flexibility for what Congress might do in 2012. Experienced planners will come away with new strategies for the current tax environment and become familiar with tried and true methods that still work.
Attendees will get answers to these and other questions:
Who should attend?
Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors
Panel of Experts
If you have a problem contacting your local chapter, call 800-392-6900 (M-F, 9 a.m.- 4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org