This webinar is a special presentation for the annual Tax Seminar Series held by the Zicklin School of Business at Baruch College.

The COVID-19 crisis and a possible regime change in Washington D.C. provide many opportunities and a perfect storm for many families regarding dynamic planning to save taxes and preserve assets while mitigating the risks faced by many successful families. Spectacularly low-interest rates, high mortality risks for older clients, and the possibility of taking substantial discounts concerning the value of privately held businesses and real estate allow for dramatically effective estate tax planning for our best clients.

Additionally, adequately structured trusts and layered entities can protect against possible future creditors, undue influence, and income and estate taxes. This presentation will provide planners with dynamic strategies that are often not well known or understood conversation points and client-friendly charts and explanations.

Learning Objectives:

• Identify how to apply estate tax planning techniques that work well in challenging economic times


• List methods to best plan for clients who may have a short term but appreciably high risk of mortality


• List methods to make LLCs and other entities more bullet-proof from possible IRS tax and creditor challenges


• Recognize methods to help clients engage in planning that can dramatically reduce the value of assets exposed to estate taxes and creditors in ways that can be unwound in a few months


• Identify a categorical understanding of client circumstances and what planning techniques will work best for them using a menu approach


• Recall the EstateView Estate Tax Illustration and Planning software that will be given to all Baruch program attendees for use with their clients