WEBINAR – Estate Taxation & Basis Step-up

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WEBINAR – Estate Taxation & Basis Step-up

April 29, 2020 @ 12:00 PM - 1:00 PM

Estate planning used to be all about estate taxation, and for good reason. Back in 2000, the estate tax exemption per person was only $675,000 with an effective tax on every dollar above that amount at a 55% rate. Strategies like gifting, family limited partnerships, irrevocable life insurance trusts, complex gifting programs, and the use of bypass trusts were the name of the game. Now, in 2020, the exemption is $11.58 million, with an effective rate of only 40% over that amount. This has meant that for the past several years that the most important part of any estate plan for most of our clients is not estate taxation. But, there are still old plans that need to be updated that could actually cause another kind of tax….capital gains.

This program will review the current situation of estate taxation and how future planning must include a serious discussion about overall taxes, including capital gains and income tax, and has been approved for one hour of CE credit. Presented by Attorney Daniel Purtell/Attorney John Haslam

To register, click here.


April 29, 2020
12:00 pm - 1:00 pm
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Wilson Law Group
(608) 833-4001
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