Highlights of Heckerling
WealthManagement.com
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Date & Time
February 1, 2023
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Location
Online
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Event Type
Webinar
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Tom Abendroth, Stephen Liss, and Kevin Matz will present the “Highlights of Heckerling” for the Trusts & Estates webinar on February 1, 2023.
Tom, Stephen, and Kevin will review important topics discussed at the recent Heckerling Institute on Estate Planning, including: increases in the lifetime exclusion, the Corporate Transparency Act, IRS challenges to grantor retained annuity trusts, proposed IRC Section 2053 regulations, marital deduction planning, split-dollar life insurance, retirement benefits under the Secure Act, and the looming sunset of the 2017 increase in the exclusion and new proposed regulations on clawback.
Additional information here.
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