Autumn 2016


Hosted by Steve R. Akers

Estate Planning Update Webcast
(November 15, 2016)

Event Details

Steve discussed current estate planning developments, including: legislative proposals of Presidential candidates, Section 2704 proposed regulations, items on IRS priority-guidance plan, basis consistency and reporting legislation, transfer planning developments with sales to grantor trusts (Woelbing settlement) recent FLP/2036 case (Estate of Beyer) developments regarding self-canceling notes (Davidson settlement and subsequent malpractice lawsuit), intergenerational split dollar life insurance, new procedure regarding tax discharge of line certificates, and additional breaking news.

View live webcast here.