Client Counseling and Drafting Solutions Relating to the Estate Tax Dilemma
By now you are probably aware that there is no federal estate tax in 2010. After the first few weeks in 2010, it is clear Congress does not have an immediate plan for the coming year. 

Inaction by Congress is leaving many estate planning attorneys puzzled as to the options available and how to plan for their clients today. 

WealthCounsel has the answers you are seeking. Not long after passage of EGTRRA in 2001, the WealthDocx drafting system included an option for dealing with estate tax repeal and the modified step-up in basis as provided in Section 1022. 

In addition to the estate and gift tax planning issues that will be discussed in the teleconference, two of our presenters will be discussing ways that they have grown their practices and served their clients under the new law. 

During this webinar Nichole Anderson mentions a sample letter. View the sample letter.

Presented by: Lew Dymond Esq., Nicole Anderson Esq., Paul Bernstien Esq.