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Free cpece webinars
Key Estate Planning Considerations in 2020


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 2, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Elizabeth Forspan, Esq. will discuss the nature of Estate Planning in 2020, including the key estate planning documents that individuals should have.  There will be a discussion about Advance Directives, different types of Lat Wills and Testaments and Trusts. 

Elizabeth will also review the current Federal estate tax exemptions and will also discuss the importance of focusing on state-specific estate tax planning.  There will also be an overview of the SECURE ACT’s impact on estate planning through the use of beneficiary designations on retirement accounts. 

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Elizabeth Forspan is the Managing Attorney of the law firm Forspan Klear LLP. Elizabeth’s areas of practice include Elder Care Planning, Estate Planning and Taxation. She regularly assists clients in achieving their Medicaid  Planning goals in a tax efficient manner through practical and considerate planning techniques.

Elizabeth often lectures on various aspects of Elder Care  Planning, Tax Law and Estate Planning. Elizabeth recently lectured on the Income Taxation of Trusts and Estates for the National Business Institute as well as Key Elder Care  Planning Issues for the New York State Society of CPA’s Annual Estate Planning Conference in New York City.  Elizabeth has also written and lectured extensively on the  topic of Casualty Loss Deductions.  Elizabeth co-authored  the award winning cover article for the February 2013  edition of  the CPA Journal entitled “Casualty Losses for  Property Damaged by Hurricane Sandy.”   In June of  2014, Elizabeth was the recipient of the prestigious Max Block Award for Outstanding Article in the Category of Technical  Analysis, awarded by the New York State Society of Certified Public Accountants’ CPA Journal for her article on casualty losses.

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