Estate Planning: Trends & Update


*Estate Tax

..How Did We Get Here? EGTRRA

*The Flip Side of the Estate Tax CARRY OVER BASIS

..Carry Over Basis (Estate Tax Repeal)

..What Will Congress Do?

..Only A Few Will Be Affected By the Estate Tax

..Is Estate Planning a “Dying” Practice?

..Prof. Jeff Pennell


..What Most People Believe….

..Does Your Estate Plan Fit You?

..Revocable Trust

..RLT: Benefits checklist

..Estate Plan in a Picture

..HB5282 – Entireties Property in Revocable Trusts

..Power of Attorney – Health Care

..Elder Law – Home Care & Nursing Home Care

..Long Term Care

..Medicaid Asset Protection Trust

..Other Issues That Estate Planners Must Consider

..Beneficiary Designations

..Choice of Title to Residential Real Property

Please see full presentation below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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