Tuesday, June 15, 2021 | 2:00 PM Eastern Daylight Time
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.