The New Estate Planning Landscape

The New Estate Planning Landscape
Rick Randall
01/29/10 4 PM EST
IWI
4.4
Average Attendee Rating
Poor Average Excellent

Estate laws are in flux, but Congress will likely clarify the rules in the coming weeks and months. This session will discuss proposals being discussed right now that will affect your clients and how you plan for them.

In this session, you’ll learn about:

  • Likely estate tax reforms to be legislated by Congress
  • How you prepare your clients despite the uncertainty
  • Ways that you can help your clients minimize estate taxes in a climate where future tax rates will likely increase

Richard Randall is an attorney at LifeSpan USA, an estate planning law firm based in Indianapolis, Indiana that serves over 300 client families. He develops and teaches concepts, tools, and systems designed to help professional advisors and client families create, appreciate and enjoy true wealth (both financial and non-financial), and to assure that true wealth is efficiently transferred and effectively received.

Randall, who is the Estate Planning columnist on Advisors4Advisors.com, is a founding member of the national network of estate planning attorneys and now serves the network's chairman and CEO.

 

This course is approved for IMCA credit.


User reviews

120 reviews

 
(75)
 
(37)
 
(8)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
 
4.4  (120)
Already have an account? or Create an account
View all reviews View most helpful
(Updated: January 28, 2010)
Rating 
 
 
4.0

It was good but a little confusing. Perhaps the material is so foreign to what I am used to.

Was this review helpful to you? 
(Updated: January 28, 2010)
Rating 
 
 
5.0

Thanks for running over time and taking questions. Excellent presentation on a chaotic situtation. Directly applicable to helping clients.

Was this review helpful to you? 
(Updated: January 28, 2010)
Rating 
 
 
5.0

lots of information...almost need more time for this topic.

Was this review helpful to you? 
(Updated: January 28, 2010)
Rating 
 
 
5.0

Great content on a relevant topic. Good speaking points on which clients to contact afterwards.

Was this review helpful to you? 
(Updated: January 28, 2010)
Rating 
 
 
5.0

-

Was this review helpful to you? 
View all user reviews