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Wednesday, December 1, 2021 Webcast Replay

Trusts & Estates (E2112474)

12:00 PM - 3:00 PM EST
Replay

ON24

3.0 CPE Credits in TX

OVERVIEW

In this meeting, hear about the latest in estate tax reform and the 2021 planning window.

BENEFITS

Earn 3 CPE credits in Tax.

HIGHLIGHTS

Sponsored by:
What Tax Professionals Should Know About Trusts and Estates: Estate Tax Reform and the 2021 Planning Window
Parag Patel, Esq. - Patel Law Offices

With anticipated intergenerational transfer of property we will focus on what every tax professionals should know about trusts and estates. With new tax changes expected this year, we will discuss lower estate tax exemption, increased tax rates, elimination of certain valuation “discounts” and planning opportunities and traps to avoid. Experienced attorney Parag Patel has counseled hundreds of clients in the successful estate planning cases.

Estate and Tax Planning for Hight Net Worth Clients
Richard Austin, J.D., LL.M., CIMA®, CBEC - Integrated Partners

Considering the current tax climate, our high net worth clients and business owners are looking for direction. They are asking: Are income and estate tax laws changing? How are we impacted? What can we do to mitigate taxes? Throughout this webinar we will discuss an overview of the tax landscape and tax planning techniques to review with your clients.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Season Pass holders must register for each event.

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

INSTRUCTORS

Richard Austin

Richard Austin, J.D., LL.M., CIMA®, CBEC

Executive Director

Integrated Partners

With over 20 years of industry experience, Rich Austin is the Executive Director of Integrated’s Business Alliance and Family Office, serving as a national resource to Integrated advisors and their clients. Rich consults with high-net-worth clients and business owners on estate planning, charitable planning, business succession planning and tax planning strategies.

Rich’s areas of specialization include:

  • Advising high-net-worth clients with an average net worth over $20 million dollars, on investment, estate, charitable and business planning design alternatives. Clients include fortune 500 executives and owners of successful closely held businesses.
  • Researching tax reduction strategies for clients and working closely with their advisors on design and implementation. Strategies include: freeze transactions utilizing valuation discounts and grantor trusts, equity collars for concentrated positions, stock option planning, split dollar analysis and the tax implications of charitable gifting.
  • Reviewing and analyzing client’s estate planning, business succession and employee benefit documentation and providing observations based on their financial goals.
Rich earned the following degrees and designations:
  • JD, cum laude Pace University School of Law
  • LLM in Taxation New York University School of Law
  • Certified Investment Management Analyst (CIMA®)The Wharton School, University of Pennsylvania
  • Certified Business Exit Consultant (CBEC)
Rich resides in Valhalla, NY with his wife, Tara and their three sons, Max, Dylan and Logan.

Parag Patel

Parag P. Patel, JD, LL.M. (Tax)

Tax Attorney

Parag P. Patel, Esq.

Parag P. Patel, Esq., is a tax attorney with the Patel Law Offices in Metro Park, Iselin, NJ. Mr. Patel’s practice concentration is in tax, business transactions and estate planning. He is a board certified estate planning law specialist, a board certified elder law attorney, and a frequent speaker on legal issues affecting tax, offshore tax planning and estate planning. Mr. Patel was recently named a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. He has also received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. Mr. Patel is the 2011/12 chairman of the Tax Law Committee of American Bar Association’s GP Solo and Small Firm Division. He also serves as a part-time municipal court judge for Edison Township, New Jersey. Mr. Patel is a graduate of Georgetown (J.D.) and New York University (LL.M. tax) law schools. He is a member of the New Jersey State, New York State, Middlesex County and American Bar Associations.

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

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Note: Online pre-registration will close on December 1 at 12:00 PM.

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