Estate Planning Tax Update - Highlights of Current Developments

Date: Tuesday, November 15, 2022
Time: 12:00pm - 1:00pm
Location: San Antonio Country Club - 4100 N. New Braunfels, San Antonio
Speaker: Steve R. Akers, JD of Bessemer Trust

RSVP for the November 15 Luncheon with Steve Akers, JD

Registration opens at 11:30am


  • Legislative Proposals
  • Miscellaneous IRS Guidance; Priority Guidance Plan
  • Corporate Transparency Act and Final Regulations
  • Secure Act; Proposed Regulations; New Life Expectancy Tables for RMDs
  • GRAT Developments
  • Sprinkling CRUTs; IRS Changed Position Denying Marital or Charitable Deduction for Sprinkling Unitrust Interest

and, much more!


Related Document(s):

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