Earn CE Credit | Tax regulations and planning insights

Highlights of Heckerling

DATE:
Thursday
February 6, 2025

TIME:
2:00 PM ET
11:00 AM PT

Join our expert panel as they break down the most critical estate planning strategies and updates from the Heckerling Institute on Estate Planning.

Topics to be discussed include:

The impact of a potential Republican trifecta on estate, gift, and GST tax exemptions
The latest on the Corporate Transparency Act and beneficial ownership reporting
Key Supreme Court decisions reshaping tax regulation challenges and planning strategies
Final regulations and rulings on basis consistency, GST tax relief, and buy-sell agreements
New developments in retirement benefit planning under SECURE 2.0
IRS challenges to family limited partnerships and grantor trust modifications
Lessons from recent qualified trust termination cases