Estate Tax Webinar

The Estate Tax: What’s on the Horizon? Prepared for Workman Securities Corporation September 23, 2010

How to Turn a $2.5M Estate into a $1.6M Estate…. ,[object Object],[object Object],[object Object]

Current Status ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

2001 Economic Growth and Tax Relief Reconciliation Act ,[object Object],[object Object],[object Object],[object Object],[object Object]

What is the Problem? ,[object Object],[object Object]

Do Not Forget the State Estate Taxes ,[object Object],[object Object],[object Object],$99,600 $2,000,000 $391,600 $5,000,000 $64,400 $1,500,000 $38,800 $1,100,000 Total Due Total Gross Estate

We Suggest… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Where Are We Going? ,[object Object],[object Object],[object Object],[object Object]

Basic Estate Planning Documents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Will ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Trust ,[object Object],[object Object],[object Object],[object Object]

Health Care Directive ,[object Object],[object Object],[object Object],[object Object],[object Object]

How does this affect your clients? ,[object Object],[object Object],[object Object],[object Object],[object Object]

Scenario: Mr. Swenson ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Scenario: Mr. & Ms. Jones ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Costs & Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Thank You! For further information, please contact: Ben Skjold Litigation & Business Attorney Licensed in MN and IL [email_address] Paul Christensen Estate and Tax Attorney Licensed in MN and TX [email_address] [p] 612.746.2560 ■ [f] 612.746.2561 www.skjold-barthel.com

Estate Tax Webinar

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