SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

Planning for the 99% (Couples' Estates under $10 Million)

Steven L. Siegel, JD, LLM, The Siegel Group, Morristown, NJ

· Federal Transfer Taxes Have Become Irrelevant for Most Americans
 
· The “New Normal” in Estate Planning – Simplicity and Client Resistance?
 
· Checklist of Areas Where Estate Planning is Still Required
 
· Portability Must Be Addressed By Every Married Person
 
· “Simple” Wills Are More Likely to be Favored Now – Is That the Right Call?
 
· Income Tax Planning – The New Essential Planning Focus
 
· What Should be Done with Life Insurance?
 
· What Should be Done with Retirement Plan Benefits?
 
· Changes in the Way Title to Property Should be Designated
 
· Address the Status of Limited Liability Companies (“LLCs”), Family Limited Partnerships
 
· (“FLPs”) and Sales to Defective Grantor Trusts
 
· Planning for Persons in Decoupled States
 
· Key Estate Planning Techniques in the Post-ATRA Environment for Estates of Moderate Wealth