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Free LISI Webinar: The Biden 2-Step PLUS Martin Shenkman's Review of Topics and Planning Opportunities from the 46th Notre Dame Tax and Estate Planning Institute



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Recording and Slides are Available Here


Please join Jerry Hesch, Marty Shenkman and Alan Gassman for this complimentary 90 minute presentation that will cover two important topics: 1) the "Biden 2-Step" that practitioners may use  for their best and wealthiest clients for year-end estate tax planning, including valuation and other issues and planning opportunities with promissory notes; and 2) Marty Shenkman’s review of the unique topics and planning strategies that will be covered in depth at the 46th  annual Notre Dame Tax and Estate Planning Institute to be held on October 29 and 30th. 

CLICK HERE FOR FREE REGISTRATION

Topics to be covered in this cebinar will include the following: 

1.  The Biden 2-Step Planning Technique; 

2.  Valuation and other issues and planning opportunities with promissory notes; 

3.  Marty Shenkman's review of key Notre Dame Topics and Planning Opportunities, including the following: 

                 A.  IRA Beneficiary and Trust Planning 

                 B.  Whether and When to Record a Meeting With a Client 

                 C.  Remote Executions and the Vulnerable Client 

                 D.  State Income Tax Planning with Irrevocable Trusts 

                 E.  Unique Planning Opportunities for 2020. 

Please join us for this free webinar in celebration of the first Web-enabled 46th  annual Notre Dame Tax and Estate Planning Institute on October 29 and 30th.  

 



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

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