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Taking Action Amid Uncertainty: Year-End Planning in Light of Pending Changes to the Gift and Estate Tax Regime

November 3, 2021 at 11:30am (PDT)
Mark T. Weaver
Bar Association of San Francisco

Mark Weaver is a speaker on the Bar Association of San Francisco's Estate Planning, Probate and Trust Section CLE program, "Taking Action Amid Uncertainty: Year-End Planning in Light of Pending Changes to the Gift and Estate Tax Regime." 

Session Overview:

Mark Weaver will analyze pending tax legislation in Congress, with an emphasis on changes to the gift and estate regime. The discussion will focus on proposed changes to exemption amounts, grantor trust rules, entity discounts, and any other changes that are included in the House or Senate versions of the tax bill. The discussion will also include practical pointers for year-end planning in light of this legislation.