Our estate planning webinars are led by leading estate lawyers and offer expert discussion on planning for your financial future and helping speed a world without Parkinson's. The video presentations and accompanying downloads outline key financial, legal, and charitable giving considerations for patients and families at various income levels.
Estate Tax Overhaul: Radical Changes Require Important Planning
The recently proposed “For the 99.5% Act” would bring sweeping changes to all aspects of estate planning, including the taxation of estates and inherited gains. The “Sensible Taxation and Equity Promotion” (STEP) Act would eliminate the step-up in basis that inherited assets currently enjoy and could radically change estate planning.
These proposals create a time-sensitive planning opportunity to act before changes may occur (from either of the above acts or other changes). These proposals could immediately become the costliest tax plans in generations if enacted and are so expansive in reach that they may adversely affect tens of millions of families. Taxpayers may need to act now or risk losing the window to take advantage of significant planning opportunities under current law.
Contact our Planned Giving Team if you have questions about this event or gift planning. 212-509-1524 or plannedgiving@michaeljfox.org
Date: Wednesday, May 26, 2021 at 12 p.m. ET
You can view our other estate and financial planning webinars on-demand via the links below.
View Earlier Webinars
- How to Plan for 2021 Estate and Income Tax Changes - March 2021
- Estate Planning Everyone Needs Now : Updating Important Documents in 2020, and Using Charitable Trusts as IRA Beneficiaries - September 2020
- Plan Ahead to Protect Your Assets - August 2019
- Estate Planning: Preparing and Protecting Your Future Wishes - December 2018
- Estate Planning and Charitable Giving Webinar - February 2018
- Financial and Estate Planning for the Parkinson's Community - September 2017