Hot Topics in 2021: A Discussion With Trusts & Estates Editorial Advisory Board Members

#Lifestyle Wealth


Join us as four members of the T&E Editorial Advisory Board discuss trending topics that are top of  mind with estate planners: 

Pending Bills on Estate and Wealth Tax
From Bernie Sanders’ “For the 99.5% Act,” to Elizabeth Warren’s Ultra-Millionaire Tax Act, there are bills pending in Congress that have a direct effect on estate planning. James Dougherty will give an overview of the pending bills and what they mean for high-net-worth clients. 

Trusts and Millennials
Millennials are projected to number 73 million, overtaking Baby Boomers as the largest adult segment of the U.S. population. But many existing trusts may not be drafted to best accommodate Millennial beneficiaries and their desires. Al W. King III will discuss how to reform/modify or decant these trusts so that their administrative aspects are properly coordinated with not only the desires of the grantor and grantor’s spouse but also the Millennial and other beneficiaries. 

A Brief Guide to Special Purpose Acquisition Companies (SPACs)
SPACs have proliferated recently in both in financial circles as well as in popular culture. They provide clients with the opportunity to invest a relatively small amount of capital in sponsor shares in a SPAC in exchange for an interest in a vehicle that potentially could have explosive growth in the future, which makes this asset a good candidate for wealth transfer. Todd Angkatavanich will give an overview of SPACs and their role in estate planning.

Legislative Changes Affecting Charitable Giving
Proposed changes in the tax laws may have a significant impact on philanthropic planning. Some of these changes include the end of the $10,000 limit on the state and local tax deduction, increasing the estate and gift tax and lowering the exemption amounts. Robert Sharpe will discuss how some of these changes may require a reassessment of gift planning vehicles. 

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

SPONSORED BY

AHA_PAN_LOGO_RGB-HEX_rk_LG_450.jpg

Todd Angkatavanich
Principal
Ernst & Young

James I. Dougherty
Partner
Withers Bergman

Al W. King III
Co-Founder & Co-Chief Executive Officer
South Dakota Trust Company, LLC

Robert F. Sharpe, Jr.
Chairman
Sharpe Group

Susan Lipp - Moderator
Editor in Chief
Trusts & Estates

.uuid-432e2134-30b5-4f9b-9f02-147f74aad54d {height:1500px; width:100%; }

https://www.wealthmanagement.com/webinars/hot-topics-2021-discussion-trusts-estates-editorial-advisory-board-members

To Find More Information, Go To Saubio Digital And Look Up Any Topic

Please follow and like us: Share This Post


Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.

So browse through a category and make your  preferred selection and come back here to read  more choice articles and get a few more helpful tips on ways to help your enhancement.



Detoxing Reviews

Best Body Detoxification Guides & reviews





Colon Cleanse Reviews

Best Colon Cleanse Guides & Reviews





Weight Loss Ebook Reviews

Weight loss products really work! Click here





Dating and Romance Ebook Reviews

Looking for Dating Guides? Click here





Free Traffic System - Increase Targeted Website Traffic with Free Unlimited One Way Links

As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”

Leave a Reply

Your email address will not be published. Required fields are marked *


Saubio's Guide & Tools