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2010 Estate Tax Update

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Status of Estate and Gift Tax Law as of Jan 2010; planning opportunities in 2010; cautions and traps if retroactive estate tax passed in 2010; planning for 2011.

Economy & Finance
1 of 27
Estate, Gift & Trust Tax Update Brian T. Whitlock CPA, JD, LLM Illinois CPA Society Chicago, Illinois January 20, 2010
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2009 Estate, Gift and GST ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2009 Illinois Estate Tax ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
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The Senate ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Congressional Priorities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2010 Estate, Gift and GST ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2011 Estate, Gift and GST ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2011 Estate, Gift and GST ,[object Object],[object Object],[object Object],[object Object],[object Object]
2011 Estate, Gift and GST ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Illinois Estate Tax ,[object Object],[object Object],[object Object],[object Object]
The Short Term Prognosis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Long Term Prognosis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2010 Planning Checklist ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2010 Planning Checklist ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2010 Planning Opportunities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2010 Planning Opportunities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Working with IDIOTS ,[object Object],[object Object],[object Object],[object Object],[object Object]
Working with IDIOTS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Working with IDIOTS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Working with IDIOTS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Working with IDIOTS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Large Gifts Opportunities(?) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Knight Decision ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Knight Decision ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Questions & Comments

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2010 Estate Tax Update

  • 1. Estate, Gift & Trust Tax Update Brian T. Whitlock CPA, JD, LLM Illinois CPA Society Chicago, Illinois January 20, 2010
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Editor's Notes

  1. When Fred Jahns and Madhuri Thaker originally asked me to speak in the summer of 2009 I thought – how boring, there will be nothing to talk about. There was no way Congress would be so stupid as to let the Estate tax lapse. Well Never UNDERSESTIMATE THE STUPIDITY OF OUR ELECTED OFFICIALS.