Webinar: Basis Step-Up Strategies in Light of Portability and Tax Law Changes

Date: Thursday, May 14, 2020
Time: 12:00pm - 1:00pm
Location: Elevations Credit Union, 2960 Diagonal Highway, Boulder CO 80301
Speaker: Steven B. Gorin, JD, CPA, AEP

Please join the BCEPC Program Committee for our next hosted webinar with content provided by the National Association of Estate Planners and Councils (NAEPC).

We will be featuring a presentation by Steven Gorin in which he 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.  The program will also address how portability plays into basis step-up planning and how those with small, medium and large estates may benefit.

Steve Gorin is a partner in Thompson Coburn LLP, headquartered in St. Louis, with other offices including Chicago and Los Angeles. He uses his background as a CPA to integrate income tax planning into estate planning for business owners and wealthy individuals.

Continuing Education accreditation for NAEPC webinars:  Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.

There is no cost to attend.  Please plan to arrive a few minutes early to get your seat.  You are welcome to bring a lunch as well.

Directions to Elevations Credit Union are attached to this invitation.  Simply click on the link to RSVP so that your name can be added to the attendee list and provided to the Credit Union beforehand.

Reminder:  BCEPC does not have the resources to obtain continuing education credit for these webinar events.  Thank you for your understanding.

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