Webinars 2017-02-28T10:49:42+00:00

Webinars

The Responsibility Conversation

Who is your successor trustee? Your Durable Power of Attorney agent? Have you had a Responsibility Conversation with them? The Responsibility Conversation is a heart-to-heart that you want to have with whomever you name as your successor trustee in your Revocable Trust or as agent in your Durable Power of Attorney document. Join Florida Bar Board Certified Wills, Trusts & Estates Attorneys Craig R. Hersch and Michael B. Hill as they address this topic and discuss the many important things to consider when choosing who represents you.

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Don’t Miss the End of the Year Deadline to Take Advantage of Valuation Discount Strategies

The Internal Revenue Service (IRS) recently proposed new Treasury Regulations, which are likely to go into effect near the first of 2017, severely limiting estate planning techniques used by wealthy individuals to lower their estate and gift taxes. The proposed changes apply to nearly all family-controlled and closely-held entities including those operating businesses. Florida Bar Wills, Trusts & Estates Board Certified Attorneys Craig R. Hersch and Michael B. Hill hosted a free webinar on the subject on Thursday, Sept. 15.

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Individuals who have estates valued at, or likely to achieve, $5.5 million or married couples with assets exceeding $10 million may find great value in the webinar, as the proposed regulation would alter a family’s ability to take advantage of valuation discounts when calculating federal gift taxes when making intra-family transfers of closely held shareholder, LLC, and family-limited partnership interests. The proposed regulations are pending a 90-day comment period, followed by a public hearing before they are finalized.

“This gives those in the higher wealth brackets, especially those with closely held entities or family businesses a short window of opportunity to make inter-generational transfers along with revisions to their estate plans before the rules go into effect,” said Hersch.

For more information, call 239-425-9379.