February 12, 2020 Webinar

Date: Wednesday, February 12, 2020
Time: 12:00pm - 1:00pm
Location: BDO Two Union Square, 601 Union Street, Suite 2300 Seattle, WA 98101
Speaker: Steven B. Gorin, JD, CPA, AEPĀ®

NAEPC Webinar: Basis Step-Up Strategies in Light of Portability and Tax Law Changes

Presented by National Association of Estate Planners & Councils

Wednesday, February 12, 2020

Noon- 1:00pm

Speaker: Steven B. Gorin, JD, CPA, AEP®

*Brown Bag Lunch*


We will review a variety of basis step-up strategies, including tools to allow couples in common law states to get community property benefits, modifying irrevocable trusts to make them includible in the primary beneficiary's, or selling assets from an irrevocable trust (income-tax free) to the grantor. We will discuss how portability plays into basis step-up planning and how those with small, medium and large estates may benefit.

Steve Gorin is a partner in Thompson Coburn LLP, headquartered in St. Louis, with other offices including Chicago and Los Angeles. He uses his background as a CPA to integrate income tax planning into estate planning for business owners and wealthy individuals. For more on Steve, see http://thompsoncoburn.com/people/steve-gorin, and for free resources (including over 2,000 pages on planning for owners of private businesses) see https://www.thompsoncoburn.com/insights/blogs/business-succession-solutions/about.  

See Upcoming Event Calendar