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Estate Planning for Flexibility Considering Changing Tax Laws for 2022

Mary Akkerman
Mary Akkerman | Davenport, Evans, Hurwitz & Smith LLP

Mary Akkerman practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation.

On-Demand: November 16, 2021

$195.00 2 hour CLE

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Program Summary

Tax laws are constantly changing, making estate planning challenging for both advisors and clients. This seminar will examine the current tax laws governing estate planning techniques generally, along with an overview of recent proposals, how those proposals have changed over time, an up to date summary of current pending legislation, and a discussion of planning techniques to maximize flexibility in uncertain times.

Key topics to be discussed:

  • Federal transfer taxes
  • Income taxes
  • Current and pending legislation
  • Planning techniques

Date / Time: December 23, 2021

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Choose a format:

Live Video Broadcast/Re-Broadcast: Watch Program "live" in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for "live" CLE credit.

On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are viewable for up to one year.

Closed-captioning available

Speakers

Mary Akkerman_Davenport_Evans_Hurwitz & Smith LLP_myLawCLEMary Akkerman | Davenport, Evans, Hurwitz & Smith LLP

Mary Akkerman practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors. Mary is an American College of Trust and Estate Counsel (ACTEC) Fellow. She is a member of the Society of Trust and Estate Practitioners and Sioux Falls Estate Planning Council.

Mary has received an AV Preeminent® Peer Review Rating by Martindale-Hubbell®, for the highest level of professional excellence for legal knowledge, communication skills and ethical standards. She has a Band 1 individual ranking in the Chambers High Net Worth Guide by Chambers and Partners in the area of Private Wealth Law, and is listed in The Best Lawyers in America© in Trusts & Estates. Mary has also been ranked in the top 5% of practicing attorneys in South Dakota by Great Plains Super Lawyers in the areas of Estate Planning & Probate.

Agenda

1. Discussion of current federal tax laws affecting estate planning advisors and clients | 2:00pm-2:30pm

a. Overview of federal transfer taxes

i. Estate taxes
ii. Gift taxes
iii. Generation-skipping transfer taxes

b. Overview of federal income taxes

i. Individual income taxes
ii. Income taxes on trusts
iii. Capital gains

2. Discussion of recent proposals | 2:30pm-3:00pm

a. Biden proposal
b. House Ways and Means Bill
c. House Democratic Bill

3. Break | 3:00pm-3:10pm

4. Current state of legislation | 3:10pm-3:40pm
5. Planning for flexibility in light of changing tax laws | 3:40pm-4:10pm

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