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DTSTART:20200212T200000Z
DTEND:20200212T210000Z
LOCATION:BDO Two Union Square, 601 Union Street, Suite 2300 Seattle, WA 98101
UID:1922720200212T200000ZFebruary 12, 2020 Webinar
DTSTAMP:20260501T184310Z
DESCRIPTION:\nNAEPC Webinar: Basis Step-Up Strategies in Light of Portability and Tax Law Changes\n \nPresented by National Association of Estate Planners & Councils\n \nWednesday, February 12, 2020\n \nNoon- 1:00pm\n \nSpeaker: Steven B. Gorin, JD, CPA, AEP®\n \n*Brown Bag Lunch*\n \n \n \nWe 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.\n \nSteve 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.  \n
SUMMARY:February 12, 2020 Webinar - Estate Planning Council of Seattle 
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