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

The NAEPC webinar features a presentation by Steven Gorin in which he reviews 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 also addresses 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.

Given the uncertain and evolving environment, our desire to keep our members safe, and Governor Polis’ Safer at Home directive that limits gatherings to no more than ten people, the NAEPC is offering individual feeds to the seminar at no charge. The link can be found in the email that was sent on May 1st.  As this is a pre-recorded webinar, you will be able to view it any time at your convenience. 

There is no cost to view the webinar.

Continuing Education accreditation for NAEPC webinars:  Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  Please remember that our local association is not applying for continuing education credit for the webinar series.   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.

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.

Related Document(s):

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