The Senate Went Blue, What Should Estate Planners Do?

Partner Christine Quigley will join a panel of experienced practitioners on trust and estate planning in light of possible changes in law under the Biden administration. The panel will discuss what may happen and when, the possible implications for clients, and short and long-term planning measures to consider using. Additional topics will include:

• The logistics of retroactive changes in the law;
• Tried and true planning techniques to consider in the current environment;
• Likely areas of planning attacks by the IRS; and
• The process for tax law changes in Congress.

CLE/CPE credit is available.