HAMPTON ROADS ESTATE PLANNING COUNCIL

Join us for a Virtual Membership Meeting over lunch with a prerecorded webinar. You can either join online or come to Stacy Long's Office for a complementary boxed lunch for up to 15 people in her buiding's large conference room on the first floor. She will followup with attendees to coordinate the lunch order.

OVERVIEW:

Basis Step-Up Strategies in Light of Portability and Tax Law Changes  - Steven B. Gorin, JD, CPA, AEP®

Mr. Gorin 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 the assets includible in the primary beneficiary's estate, or selling assets from an irrevocable trust (income-tax free) to the grantor.  Mr. Gorin will discuss how portability plays into basis step-up planning and how those with small, medium and large estates may benefit.

ONLINE INSTRUCTIONS:

HREPC - Basis Step Up Strategies in Light of Portability
Thu, Jun 25, 2020 12:00 PM - 1:30 PM (EDT)

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