At this Kitces monthly webinar, Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD explains the role that advisors can play in ensuring that their client’s estate plans remain relevant in our ever-changing world. Martin provides practical issues advisors can look for and potential solutions to common issues with old yet common estate planning strategies. At this webinar, advisors will learn:
- How changes in tax law have impacted the relevancy of some estate planning strategies, such as bypass trusts.
- How to examine a client’s existing estate plan to evaluate if their estate is still appropriate for their needs
- What can cause clients to outgrow their existing estate plan and what can be done to address it
