Nov. 1-2, 2012, 8 a.m. to 5:30 p.m.
The hot topic at the 57th annual Estate Planning Seminar, hosted by the Estate Planning Council of Seattle and the Washington State Bar Association, is the future of the federal estate tax. It's set to change again on Jan. 1, 2013, leaving planners and their clients working hard to prepare.
Approximately 1,000 lawyers, accountants, insurance professionals, trust officers, financial planners, and planned giving/development officers for nonprofit organizations will meet Nov. 1-2, 2012, at this nationally recognized event, themed, "Planning for Generations," to be held at the Washington State Convention Center, 800 Convention Place, Seattle.
"No matter what your profession - investment advisor, life insurance agent, CPA, attorney, banker or a trusted advisor to your clients - you need exposure to most all of these subjects that will be discussed," said event co-chair Randy Tanner, a Certified Public Accountant with Hagen Kurth Perman & Co P.S. in Seattle. "Please take the time to review the topics and amazing speakers!"
This year's hot topics include, among others, "Intra-family transactions: Lessons in forgiveness and forgetfulness" and "Inheritance and income tax issues for registered domestic partners and same-sex married couples."
Planners will also focus on the federal estate tax, which will change dramatically at the end of the year when the taxable limit goes from the current rate of $5.12 million per person to the 2000 rate of $1 million per person. It is unclear whether Congress will act to change these limits before 2013.
Speakers will also explore the areas of how to keep the elderly from being financially exploited, the use of various trusts, ways for trustees and their advisors to stay out of trouble, long-term care planning, and tax compliance for U.S. citizens who own property outside the country.
Added by FullCalendar on October 17, 2012