The necessity and benefit of estate planning in the uncertain environment

Without new legislation before year-end, rates are poised to increase for income, estate, gift, and generation-skipping taxes on Jan. 1, 2013. While a "wait and see" approach may seem the right course to take given tax law uncertainty in an election year, it could mean a significant lost opportunity as estate, gift, and generation-skipping tax rates could increase 57 percent and the lifetime gift exemptions could decrease 80 percent. In spite of the uncertainty, there is still time to implement strategies to take advantage of current rates, but don’t wait too long.

Join our panel of estate planning professionals to learn about opportunities that can help minimize your taxes and preserve your wealth.

Watch the webinar

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The program will discuss:

• Current law , what is expected in future legislation, and timing in light of the election
• The potential benefits and necessity of planning now vs. waiting until after the election
• Helpful hints to avoid pitfalls
   

Baker Tilly panelists:

• Tina Milligan, Partner, Private Client Group, Baker Tilly 
• Mark Smith, Partner, Private Client Group, Baker Tilly
• Domingo Such, Partner, McDermott Will & Emery
• Pamela Lucina, Managing Director, J.P. Morgan Private Bank 

Resources: 

• 2011-2012 Tax Planning Guide
   

Contact our tax services team >