Thought Leader Series: Practical Planning for Estates Under $10 Million

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Planning for the $10 million estate is more complicated than planning the $100 million estate. Planners must balance a variety of competing client objectives: maximizing income tax basis at death, minimizing state estate taxes, asset protection and “divorce protection”, and the always present desire for simplicity and cost-consciousness. Existing planning must be re-examined in light of the huge changes caused by ATRA. Structuring around portability involves a host of factors the client must consider and creative structures can maximize flexibility. Planning around the 3.8% tax on net investment income and in increased taxes on trusts will become central to trust administration issues. Maximizing flexibility to take advantage of increasing basis without any estate tax cost becomes central to planning. Various current developments impacting planning for the under $10 million family estate will also be addressed during this hour-long webcast.

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