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Estate Planning Considerations amid COVID-19’s Economic Impact

Thursday, August 27th, 2020

The COVID-19 pandemic has created future economic uncertainty and raised many questions and decisions that affect people’s planning for their futures. This unprecedented situation has also presented prudent opportunities for families to take advantage of restructuring, including factors to minimize estate and gift taxes. Given the economic consequences of the pandemic, as well as the upcoming election, it’s important to consider various planning strategies to successfully manage your estate.

On Thursday, August 27, 2020, Kurt Trimarchi (Managing Partner), Mark Heath (Partner & Director of Tax Services), and Eric Blocher, (Principal & Director of Business Valuation Services) with McKonly & Asbury discussed where we’re at and where we’re going as it relates to estate planning amid COVID-19. Our presenters discussed:

  • Income tax planning for 2020 – why the election may impact what you want to do this year.
  • Estate tax planning – why it’s important to take advantage of the current lifetime exemption sooner rather than later.
  • Business valuation considerations – understanding the impact on estate planning.

You can download a copy of the slides by clicking here.

This free, one hour-long webinar took place on Thursday, August 27th at 2:00 p.m. EST. One Tax CPE credit was available for this webinar. The level for this CPE was basic and there were no prerequisites for attending. This program was a live webinar which offered the opportunity to ask questions and interact with the presenters.

If you have any questions regarding the material covered in this webinar, please contact us.

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