The year 2020 has been like no other in the memory of most of us. We have all been impacted in a significant way by the onslaught of COVID-19, the economic dislocation that followed, social unrest unmatched since the 1960s and a polarizing national election. Estate planning professionals have been striving to adjust to what some have referred to as "the new normal." In this teleconference, we will consider several aspects of how estate planning has evolved – in some ways, perhaps, permanently – including:

• Enhanced Interest in Large Lifetime Taxable Gifts and Long-Term Trusts

• Increased Use of Certain Leveraging Strategies

• Renewed Emphasis on Planning for Eventual Incapacity

• Practical Limitations on Client Counseling and Document Signing

RSVP to Dan Stanyon (button below). Free for Members! Non-members: $35. Pay via PAYPAL or mail a check: Donna Turner, Smith Watson & Company LLC, 7 North Street, Suite 205, Pittsfield, MA 01201. Thank you!