Estate Planning: Tax-Saving Opportunities Expiring in 2010 and What’s On The Horizon

Free Webinar for Members of the Equity Trust Professional Network
Tuesday November 23, 2010 at 2:00 p.m. ET
Presented by Michael J. Jones, CPA Thompson Jones

An unprecedented opportunity to transfer wealth before year end, possibly to two generations...

Unless Congress acts, both the estate tax and the generation skipping transfer tax are scheduled to return in 2011 at their 2001 rates. While estates up to $1 million will be exempt, amounts exceeding that will be taxed as high as 60 percent. Will there be a reinstatement of prior estate and generation-skipping transfer taxes? Join Mike Jones as he shares how to plan under uncertainty for your clients. And, what should you do before year end during what is an unprecedented opportunity for clients to transfer wealth.

Discussion Topics include:

• Estate Tax limbo after the election
• Estate planning topics for consideration during a time of uncertainty
• Why clients should transfer wealth before year-end at least one if not two generations
• Coping with the 2010 basis carryover regime
  

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Contact:
Ann Siford
Equity Trust Professional Network
440-323-5491 x255