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DTSTART:20261013T210000Z
DTEND:20261013T233000Z
LOCATION:Media's Towne House, Media, PA
UID:2965720261013T210000ZIncome Tax Planning Eclipses Transfer Tax Planning: The New Order of Operations
DTSTAMP:20260911T051903Z
DESCRIPTION:\nWith federal estate tax now affecting only the wealthiest families, income tax basis planning, the use of non-grantor trusts, and step-up strategies have moved to the front of the queue. Alex will walk us through how to re-sequence the planning conversation, when to use upstream gifting, and how to handle existing credit shelter and bypass trusts that may now do more harm than good.\n[](https://delco.fcsuite.com/erp/donate/list/event?event_date_id=4663)\n \n
SUMMARY:Income Tax Planning Eclipses Transfer Tax Planning: The New Order of Operations - Delaware County Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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