New Ideas in Estate Planning for Your Clients

This session discusses new estate planning considerations in light of changes in taxes, client priorities and planner practice. Financial advisors are being challenged with changes wrought by the pandemic, federal and state tax law (both current and proposed), the economy, and, in particular, the changing client focus on estate planning. We will explore new trends in estate planning, such as an emphasis on end-of-life planning and new planning considerations such as digital and pet estate planning. We will then look at specific estate planning strategies to use in an uncertain and changing tax environment.

Learning Objectives:

• Discover how changes wrought by the pandemic, tax law (both current and proposed) and the economy have changed the estate planning environment.
• Learn about new estate planning considerations with SLATs, ILITs, Social Security, multiple client residences, and others.
• Address how to factor this changed estate planning environment into the overall financial planning process.