In this meeting, hear about the latest in estate tax reform and the 2021 planning window.
With anticipated intergenerational transfer of property we will focus on what every tax professionals should know about trusts and estates. With new tax changes expected this year, we will discuss lower estate tax exemption, increased tax rates, elimination of certain valuation “discounts” and planning opportunities and traps to avoid. Experienced attorney Parag Patel has counseled hundreds of clients in the successful estate planning cases.
Estate and Tax Planning for Hight Net Worth Clients
Richard Austin, J.D., LL.M., CIMA®, CBEC - Integrated Partners
Considering the current tax climate, our high net worth clients and business owners are looking for direction. They are asking: Are income and estate tax laws changing? How are we impacted? What can we do to mitigate taxes? Throughout this webinar we will discuss an overview of the tax landscape and tax planning techniques to review with your clients.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.
With over 20 years of industry experience, Rich Austin is the Executive Director of Integrated’s Business Alliance and Family Office, serving as a national resource to Integrated advisors and their clients. Rich consults with high-net-worth clients and business owners on estate planning, charitable planning, business succession planning and tax planning strategies.
Rich’s areas of specialization include:
Parag P. Patel, Esq.
Parag P. Patel, Esq., is a tax attorney with the Patel Law Offices in Metro Park, Iselin, NJ. Mr. Patel’s practice concentration is in tax, business transactions and estate planning. He is a board certified estate planning law specialist, a board certified elder law attorney, and a frequent speaker on legal issues affecting tax, offshore tax planning and estate planning. Mr. Patel was recently named a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. He has also received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. Mr. Patel is the 2011/12 chairman of the Tax Law Committee of American Bar Association’s GP Solo and Small Firm Division. He also serves as a part-time municipal court judge for Edison Township, New Jersey. Mr. Patel is a graduate of Georgetown (J.D.) and New York University (LL.M. tax) law schools. He is a member of the New Jersey State, New York State, Middlesex County and American Bar Associations.
$75.00 - Member
$125.00 - Nonmember
$0.00 - Pass Holder
Note: Online pre-registration will close on November 19 at 8:30 AM.
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