SCEPC Member Continuing Education ZOOM Meeting: Basis Step Up Strategies in Light of Portability and Tax Law Changes
Date: Thursday, November 5, 2020
Time: 12:15pm - 1:30pm
Location: Zoom Meeting details and handout materials will be provided to Members who R.S.V.P.
Speaker: Stephen B. Gorin, JD, CPA, AEP®
Steven B. Gorin will review a variety of basis step-up strategies, including tools to allow couples in common law states to get community property benefits, modifying irrevocable trusts to make them includible in the primary beneficiary's, or selling assets from an irrevocable trust (income-tax free) to the grantor. We will discuss how portability plays into basis step-up planning and how those with small, medium and large estates may benefit.
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