Section 2704 Proposed Regulations: Practical Planning Implications and Opportunities

Accreditation Wreath Icon AL
SKU: EST4400
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

A comprehensive review of the impact of Section 2704 Proposed Regulations on estate planning, this CLE course will explain what the regulations mean, how they will alter year-end planning and their potential to restrict or eliminate valuation discounts. The course will explain how to identify and inform clients who will be effected by the changes and offer practical planning suggestions, important dates and strategies for planning including step transaction and reciprocal trust considerations, defined value mechanisms. The course will also explore whether GRAT’s are still optimal under the new regulations.

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