Original Seminar Course Length: 1.25 Hours. General
This session will review recent developments that we believe should be of interest to estate planners including federal regulatory changes, federal tax cases, and selected state cases with broad implications. We will also discuss planning ideas that appear to have particular relevance to year end planning in view of current circumstances. Among the areas that are likely to be discussed are potential changes to the federal estate and gift tax exclusion amounts, 2020 giving strategies, and planning to take into consideration both transfer tax and income tax effects for the family.
CBA members must log in to the CBA website to access the self-study complimentary on-demand resources. These products are audio/video recordings and course materials from live CLE seminars that are three or more years old.
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Complimentary On-demand Product Disclaimer:
Information contained in this audio/video complimentary on-demand product may be outdated and may not meet the criteria for CLE credit. Accordingly, the CBA is not automatically certifying any Connecticut or New York CLE credits for this complimentary on-demand product. CBA members who view/listen to this complimentary on-demand product may claim Connecticut CLE credit on their own as self-study if they determine that the information provided by the on-demand product is timely and relevant and otherwise meets the criteria in CT MCLE rule 2-27A.
- About recent developments in estate planning including federal regulatory changes, federal tax cases, and selected state cases with broad implications
- About potential changes to the federal estate and gift tax exclusion amounts
- About 2020 giving strategies
Who Should Purchase
Attorneys interested in learning about current topics in estate planning.
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