Now What? Practical Solutions for
Estate Tax Planning in 2010 and Beyond
View Our Special Two-Part Series
Part I: Download Recording & Materials | Part II: Download Recording & Materials If you are like many of your colleagues, you are probably wondering how to plan for, at least temporarily, the fact that there may be no federal estate tax in 2010. Inaction by Congress is leaving many estate planning attorneys puzzled as to the options available and how to plan for the possibility of no federal estate tax.
WealthCounsel has the answers you are seeking. Not long after passage of EGTRRA in 2001, the WealthDocx drafting system included an option for dealing with estate tax repeal and the modified step-up in basis as provided in Section 1022. WealthDocx was designed to readily address the uncertainty surrounding the estate tax and capital gains tax treatment in 2010 and provides the flexibility to prepare for significant tax changes yet to come.
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