PNC Cannon Estate planning Teleconference: Balancing Income Tax Planning and Estate Tax Planning

PNC's Private Bank, invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 
Balancing Income Tax Planning and Estate Tax Planning
 
Tuesday, August 24, 2021
12:00 pm – 1:00 pm
Streaming access is available
 
Summary of Teleconference:
Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country’s political and economic climate.  Far more often than not, when an estate planner designs a plan, the planner doesn’t know what the tax laws will look like when the plan is implanted.  In addition, in some cases, the composition and aggregate value of a client’s estate changes materially between the time when estate planning documents were signed and the client’s death.  Thus, building flexibility into estate plans so that post-death decisions can be made to minimize estate tax, or income tax, as appropriate, is paramount.  In this teleconference, we will focus on:

Speakers will address:

  • Portability and Clayton OTIP Trusts

  • Using General Powers of Appointment and Other Strategies to Achieve Basis Step-Up

  • Design and Uses of Long-Term Multigenerational Trusts

  • Minimizing Trust-Level Income Taxes


Register for the teleconference by sending an email to jennifer.julius@pnc.com.

Streaming information, as well as the teleconference material, will be sent to you by return email.

Earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.

Sarah Croft