Section 2704 Proposed Regulations: Practical Planning Implications and Opportunities

SKU: EST4400

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About This Course

Long-anticipated Section 2704 Proposed Regulations could have a dramatic impact on estate planning by significantly restricting or eliminating valuation discounts. Within the broader context of the current political backdrop and possible election outcomes, this CLE presentation will review:

  • What the proposed regulations mean
  • How to identify and inform clients impacted
  • What will change for 2016 year-end planning
  • Are cascading GRATs still optimal?
  • Practical planning suggestions for year-end planning

Effective date and implications for immediate planning, including:

  • step transaction considerations
  • reciprocal trust considerations
  • defined value mechanisms

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