Join Us for Special Webinars

Now What? Practical Solutions for 
Estate Tax Planning in 2010 and Beyond

Part I: Thursday, Jan. 14, 2010, 3:00 – 4:00 p.m. ET 
CLICK HERE TO DOWNLOAD RECORDING 

Part II: Thursday, Jan. 21, 2010, 1:00 – 2:15 p.m. ET 
Materials: Presentation (PDF)
Registration for the Part II webinar is now closed.
If you would like to attend please contact alyssa.trudeau@wealthcounsel.com
If you are like many of your colleagues, you are probably wondering how to plan for, at least temporarily, the fact that there may be no federal estate tax in 2010. Inaction by Congress is leaving many estate planning attorneys puzzled as to the options available and how to plan for the possibility of no federal estate tax. 

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. WealthDocx was designed to readily address the uncertainty surrounding the estate tax and capital gains tax treatment in 2010 and provides the flexibility to prepare for significant tax changes yet to come. 

Join us for complimentary webinars on this issue. 

Please join us for these special webinars on this “top-of-mind” issue, and leave knowing that you have the answers your clients are expecting. In addition to the pure estate tax planning issues that will be discussed, we will also be discussing possible gifting strategies to be raised with clients.

We urge you to attend this informative discussion. If you have questions, please call 888-659-4069, x819.

What you should know about WealthDocx and the estate tax dilemma. 

Although few attorneys thought we would ever see the 2001 tax act (EGTRRA) play out, WealthCounsel had the foresight to prepare for this possibility years ago. WealthDocx is perfectly equipped to help attorneys draft flexibility into clients’ estate plans in a way that contemplates the full effect of the federal estate tax laws and the changes in capital gains tax treatment in 2010. Attorneys must be prepared to account for how state estate tax laws interact with federal tax laws, and must be able to draft with enough flexibility to account for significant tax changes yet to come. WealthDocx contains options for extremely flexible estate tax planning for married couples, including the “Clayton” election, the “One-Lung” QTIP, and other strategies for states that impose separate death taxes, and allowing for maximum flexibility to deal with the modified carry over basis rules for capital gains tax under Section 1022 of the Internal Revenue Code.

For more information about WealthDocx and membership in WealthCounsel, call us at 888-659-4069, x 819, or email us at info@wealthCounsel.com.