Overview

1.5 Credits

Did we get everything correct in the planning "rush" of 2020 and 2021? The IRS has successfully attacked indirect gifts, improperly valued GRATs and poorly described transfers of business interests. What should we be checking? What should we be doing in light of the Proposed Secure Act Regulations? Is it time to start thinking about planning for the sunset of the 2017 Act at the end of 2025 - or possible earlier tax law changes? Address planning techniques to recommend now, including properly using SLATs, decanting, powers of appointment and more.

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