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Trusts and Estates: Time for Your 2021 Updates

TRUSTS AND ESTATES: TIME FOR YOUR 2021 UPDATES

Rebroadcast Webinar
Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 5, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

It is vitally important to stay on top of the latest updates and developments in trust and estate planning, especially in light of recent legislation and the evolving political landscape. During this webinar, you will be provided with practical advice and high-level tax guidance to advise your clients regarding the most tax-efficient planning techniques to help them achieve their objectives and goals. Topics covered will include limited family partnerships and family LLCs, federal and state income taxation of trusts and estates, and charitable tax planning.

Learning Objectives:


  • Identify the trust and estate planning trends and innovations set in motion by the Consolidated Appropriations Act, CARES Act, SECURE Act, and Tax Cuts and Jobs Act

  • Determine ways to help clients align their own wealth planning needs and philanthropic desires with new giving strategies and opportunities

  • Identify ways to minimize the impact of federal and state income taxes on trusts and estates

Rebroadcast Webinar - attendees will have the opportunity to submit questions during the presentation.

California MCLE credit is available for this event through Golden Gate University. It is your responsibility to check your state Bar requirements to see if this also qualifies for MCLE credit in another state. Please email tax@ggu.edu to receive a Certificate of Attendance for MCLE.
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Justin Miller

BNY Mellon Wealth Management
National Wealth Strategist

(617) 420-7328

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As a national wealth strategist at BNY Mellon Wealth Management, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He is also an adjunct professor at Golden Gate University School of Law and a Fellow of The American College of Trust and Estate Counsel (ACTEC), and a sought-after speaker on tax, estate planning, and family governance topics for leading conferences.

About Our Sponsor

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Golden Gate University is a private, non-profit university in San Francisco, California. Founded in 1901, GGU specializes in educating professionals through its schools of law, business, taxation, and accounting.