TWIN CITIES ESTATE PLANNING COUNCIL

Heckerling Review
Panelists: Greg Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS, Kelli Hill, JD, CFP®,  James Lannan and Marcia Urban

Join our expert panel as they break down the most critical estate planning strategies and updates from the Heckerling Institute on Estate Planning. 

Topics to be discussed include:

• The impact of a potential Republican trifecta on estate, gift, and GST tax exemptions
• The latest on the Corporate Transparency Act and beneficial ownership reporting
• Key Supreme Court decisions reshaping tax regulation challenges and planning strategies
• Final regulations and rulings on basis consistency, GST tax relief, and buy-sell agreements
• New developments in retirement benefit planning under SECURE 2.0
• IRS challenges to family limited partnerships and grantor trust modifications
• Lessons from recent qualified trust termination cases

Zoom Login: 7:45 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am

Anticipated CE: 1 CFP®, 1 MN Insurance & 1 CLE Credit