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What you’ll learn:

  • With the enactment of new estate, gift tax and GST tax (but possibly temporary) laws, how should professionals and their clients think about estate planning over the next two years? What might be lost if clients wait to act? Who should act now?
  • The likely state of the transfer tax system in 2013 and beyond.
  • The most compelling estate planning techniques based upon the current state of the capital markets.
  • The two techniques that solve the biggest risk that exists for estate planning clients today.

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