Name
Estate Planning for the "Modest" Estate
Date & Time
Thursday, October 17, 2024, 9:40 AM - 10:40 AM
Speakers
Jessica Bach - Sessions, Fishman & Nathan, LLC
Jessica Bach
Description
  • The “Modest” Estate Planning Client
    • Between $1-6 million for the single person
    • Between $2-12 million for a married couple
  • Federal Estate and Gift Tax (Quick) Summary
    • Current estate and gift tax exclusions
    • Summary of changes in 2026
    • When you should or shouldn’t file a Federal Estate Tax return
      • Portability
  • Fundamental Estate Planning Tools
    • Wills and Testamentary Trusts
    • Inter Vivos Trusts
    • Durable and Medical Powers of Attorney, Living Wills
    • Declaration of Instructions Concerning Disposition of Remains
    • Non-Probatable Assets and Beneficiary Designations
  • Considerations for Distributions of Estate [Bulk of Presentation]
    • Usufruct v. Income Trust for Surviving Spouse
    • Income Tax and Basis Planning
    • Forced Heirship
    • Special Needs Considerations
    • Retirement Accounts and SECURE 2.0
    • Charitable Planning
    • Testamentary Clauses Potpourri
      • In terrorem clause
      • “Holdback” clause
      • Spendthrift
      • Survivorship Clause
Session Type
Symposium
Speaker Invited?
Committee Member Assigned
Speaker Confirmed?
Yes
Topic Title?
From Speaker
Topic Description?
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Speaker Bio?
From Speaker
Materials Submitted?
NO
Dinner RSVP
No