Provides an overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws.

Explores the many technological changes affecting estate planning practices sped on by the coronavirus designed to facilitate better client interactions, better management and more efficient research and drafting.

Offers an overview of the new rules brought about by the SECURE Act—and provides practitioners with action to take and suggestions on how to help clients plan for retirement given the changes made by the law.

Presents practical tools for how family enterprises—small and large family businesses and family offices—can learn from experiences of recovery from other traumatic events in a post-COVID world.

Reveals the selling options and issues, due diligence concerns and types of appraisals—along with fiduciary responsibilities—that trustees and executors need to be thinking about in the new environment.

Discusses factors to consider when helping client trying to plan an estate determine dispositive provisions of a will or revocable trust issue—and whether they should be equal for fair.

Explains how the 30% of adjusted gross income limit on gifts of appreciated assets affects appraisals—and why for real estate, art or other property, it’s important to carefully manage the process of appraisal.

Reviews the best investment strategies—and legal principles—for trustees to consider and follow when looking to balance various factors to carry out the trust purpose in the best interests of its beneficiaries.

Uncovers the emotional issues, testamentary plan structure, titling considerations and lifetime gifting issues around tangible property—and the high-level challenges when trying to plan for it.

Steps planners through requirements for quid pro quo (QPQ) gifts—payment made partly as a contribution and partly in consideration for goods or services—and the special rules regarding tax deductions.