Election Consequences

HOST

Susan Lipp
Editor in Chief

Trust & Estates

Wednesday

2:00 PM ET

11:00 AM PT

2020 Election: Planning for a Potential Change in Administration

The presidential election is less than two months away, and with that comes a possible change of administration.

Our speakers will discuss Vice President Biden’s tax proposals and the best strategies to use to plan for those possible changes now. These strategies include maximizing the current federal estate, generation skipping transfer and gift tax exemptions, maintaining flexibility through the use of trusts and powers of appointment, when and how to use grantor retained annuity trusts now, as well as anticipating possible state reactions to a lower federal estate tax exemption and increasing deficits.

The panel will also discuss possible changes (for example, estate tax repeal or extension of the high exemption amounts) if Donald Trump wins re-election. It’s important to act now, because once the election occurs, it may be too late. Learn more

CLE, CFP, CIMA^®, CPWA^®, CIMC^®, RMA^®, and AEP^®
CE Credits have been applied for and are pending approval

PRESENTER

Al W. King III

Co-Founder & Co-Chief Executive Officer
SDTC, SDPC, SDTC Services LLC (South Dakota) and SDTC Services of Wyoming, LLC

PRESENTER

Joy Matak, JD, LLM

Principal and Trusts and Estates National Practice Co-Leader
CohnReznick

PRESENTER

Martin M. Shenkman, CPA, PFS, MBA, JD, AEP^® (Distinguished)

Attorney
Martin M. Shenkman, P.C.