Baker McKenzie CLE Session – Webinar from top Estate Attorneys

Update on Potential Tax Legislative Changes relating to Individual, Corporate and Transfer Taxes for Executives and High Net Worth Individuals

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This presentation will highlight key components currently under discussion in Washington regarding potential legislation supported by members of Congress and the Administration.

Specifically, the presentation will address three broad areas:

1. The current sentiment in Washington regarding current proposals moving through Congress and likelihood of success given the political climate;
2. The impact such changes may have on planning for high net worth individuals from a “gift and estate tax” or transfer tax perspective, including the Federal income taxation of trusts and estates;
3. The ripple effect such changes could have from a state income tax perspective on implemented tax planning strategies (ie: irrevocable life insurance trusts or dynastic trusts).