Dramatic and harsh changes to estate taxes could be enacted anytime. What steps can you recommend to clients to consider now? What can be done to expedite the usual trust planning process? What steps might you do to complete a trust and note sale faster? What can you do if your client cannot get an appraisal in time to complete the transaction? How can you build flexibility into the planning given the continued uncertainty? What should you know about recission, disclaimers, formula clauses, and more? What other ways can you incorporate flexibility into the documents?

Many clients require access to be comfortable making gifts. How can that be accomplished? Finally, given the time pressure and uncertainty, what steps should you take to protect yourself and your clients? Join this session to learn answers to the above questions and more. Prepare yourself to be the resource your clients need with estate planning.

Learning Objectives:

• Identify what steps clients can take now to prepare for possible changes to estate taxes


• Summarize recission, disclaimers, formula clauses, and more


• Determine how you can protect yourself and clients given the time pressure and uncertainty