WebCredenza 2024 Trust in estate planning in 2024: Looking forward

Recording available after original program date, 1/31/2024.

Trust and estate planning in 2024 will require navigating many rocky patches. There are new assets classes. Inflation is rising. We are still dealing with the ongoing effects of the pandemic. There is legislation pending to substantially alter the taxability of estates. Familiar planning platforms and techniques may no longer be efficacious as change unfolds. Planning requires not only looking at the law as it is today but as it may change, perhaps dramatically, during the year. This program will provide you with a practical guide to planning in the uncertainty of 2024.

•    Tax legislation that will or has changed the taxability of estates.
•    Planning with rising inflation – and higher interest rates? 
•    Trends in valuation of estates with higher rates.
•    Considering how to handle new asset classes.
•    Planning for the ongoing effects of the pandemic.

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.