In This Presentation:
*Caveat & Caution!
*Carryover Basis Affects…….
*Grantor’s Intent and Repeal
*WHAT IS THE CLIENT’S INTENT?
..Retroactive Estate Tax?
..Is There A Legal and/or Ethical Duty to Contact Clients?
..“Gap Period” Client Contact Triage Plan
..Marketing Opportunity
..Client Contact Options
..Now, Need to Think About 2011 Contact Plan
..Solutions to Unpredictability
..Moving Forward…
..AALU – Early April report…
..Senator Baucus:
*RECENT DEVELOPMENTS
..2010 Estate & Trust Administration
..Price: Annual Exclusion Gifts
..Gifts in 2010: 35% Rate
..Disclaimers
..ILIT Rescue
..Reminder: Reciprocal Trust Doctrine
..Crummey Letters
*IDEAS FROM HECKERLING TO IMPROVE YOUR PRACTICE
..Hindsight Bias
..Anticipate that the Heirs Will Complain About Paying Taxes
..Importance of Database
..Extrinsic Evidence of Intent
..Wrap up Letter
Please see full presentation below for more information.
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Published In:
Tax Law Updates, Wills, Trusts, & Estate Planning Updates
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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