Capital Strategies holds CLE session: “Split Dollar Refresh: at the Intersection of Politics and Planning”

May 19, 2020

David Byers and Hudson Williams of Capital Strategies were scheduled to speak at the 2020 ACTEC Southeast Regional meeting in New Orleans, cancelled due to Coronavirus concerns. The presentation was nevertheless offered for CLE credit by webinar April 27th and May 6th for ACTEC members unable to attend.

The session examined the political realities of 2020 to handicap the chances of an early “sunset” of the “doubled exemption” in 2021.  Estate attorneys who attended had a chance to brush up on their knowledge of the 2003 split-dollar regulations in preparation for possible changes in the federal gift and estate tax exemption before 2026.ahead. Over 20 estate attorneys joined from AL, MS, TN, LA and KY for either of two sessions.

If you would like to have a copy of the slides or hear a recording, simply email Rita Wright at rwright@capitalstrategies.net.