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Trust in Estate Planning in 2023: A Year of Change and Challenge (Live Replay from February 10, 2023)

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Description

Trust and estate planning in 2023 requires navigating many rocky patches. There are new assets classes. Inflation is rising. We are still dealing with the ongoing effects of the pandemic. There is legislation pending to substantially alter the taxability of estates.

Familiar planning platforms and techniques may no longer be efficacious as change unfolds. Planning requires not only looking at the law as it is today but as it may change – perhaps dramatically – during the year.

This program provides a practical guide to planning in the uncertainty of 2023.

  • Tax legislation that will or has changed the taxability of estates
  • Planning with rising inflation – and higher interest rates?
  • Trends in valuation of estates with higher rates
  • Considering how to handle new asset classes
  • Planning for the ongoing effects of the pandemic

Contributors

  • Michael Sneeringer

    Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA's Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

    Click here for more information about Michael.

  • Missia H. Vaselaney

    Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

    Click here for more information about Missia.

July 17, 2023
Mon 1:00 PM EDT

Duration 1H 0M

This live web event has ended.

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