| | DATE:
Wednesday
January 31, 2024 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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The panelists will provide an overview of the most important estate planning strategies covered at the Heckerling Institute on Estate Planning. Topics to be discussed include:
Legislative and regulatory prospects for 2024 Planning with the increased applicable exclusion for 2024-2025 - 2024 exclusion amount - impact of higher interest rates
Update on the inherited individual retirement account required minimum distribution requirements Update on the Corporate Transparency Act Recent court cases of note The Magical Mystery Tour that is Chapter 14 Social welfare philanthropy with IRC Section 501(c)(4) organizations |
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| EARN CE CREDIT | CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content.
| | Featured Speakers | | |
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| | | Christine Quigley Partner ArentFox Schiff |
| | | Thomas W. Abendroth Partner ArentFox Schiff |
| | | Kevin Matz Partner ArentFox Schiff |
| | | Susan Lipp - Moderator Editor in Chief Trusts & Estates |
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| Not able to attend the live event? | | Archived versions of webinars from Trust & Estates are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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