Estate Planning
2012 And Beyond: Estate And Tax Planning Including Portability — 2.5 Kentucky General Credits

Think of 2012 as the "Year of Planning Opportunities," hopefully not the end of the "Golden Age" for estate planning. In this 2.5-hour January 6, 2012 program by Steven G. Siegel, a nationally-recognized tax and estate planning expert, you receive a useful explanation of the Federal Estate, Gift and Generation-Skipping Tax Rules for 2012 and beyond, including the very important "portability" of the Federal Estate Tax Exemption. Mr. Siegel then gives a practical description of the potential problems to avoid and the opportunities to consider.

Major topics include:

What Are The Estate, Gift And Generation-Skipping Tax Rules For 2012 And Beyond?

Portability of The Estate Tax Exemption

Potential Problem With Formula Clauses In Wills And Trusts

Planning Opportunities In 2012

Flexible Planning Is Essential

Be Certain Life Insurance Is Not Taxable In Decedent's Estate

Maximize Gifting In 2012

Freeze Values At Current Levels

Consider Dynasty Trusts

Relevant New Laws Enacted As Part Of The Health Care Reform: Effect On Future Tax And Estate Planning

FORMS: To purchase Mr. Steven G. Siegel's fully-editable 2012 And Beyond Drafting Issues–16 Will And Trust Clauses To Address 4 Important Issues visit www.NLFforms.com and click on "Estate Planning."