Madison Estate Council *Member Only* Event: Lunch-N-Learn: "Basis Step Up Strategies in Light of Portability and Tax Law Changes"

Date: Thursday, March 19, 2020
Time: 11:30am - 1:00pm
Location: Benjamin F. Edwards & Co, 440 Science Drive, Madison
Speaker: Steven B. Gorin, JD, CPA, AEP

Basis Step-Up Strategies in Light of Portability and Tax Law Changes

Lunch will be provided.
1 Continuing Education Credit pending approval.
11:30 Arrival
12:00 Presentation
Webinar via the National Association of Estate Planning Councils
Speaker: Steven B. Gorin, JD, CPA, AEP®

We will review a variety of basis step-up strategies, including tools to allow couples in common law states to get community property benefits, modifying irrevocable trusts to make them includible in the primary beneficiary's, or selling assets from an irrevocable trust (income-tax free) to the grantor. We will discuss how portability plays into basis step-up planning and how those with small, medium and large estates may benefit.

Steve Gorin is a partner in Thompson Coburn LLP, headquartered in St. Louis, with other offices including Chicago and Los Angeles. He uses his background as a CPA to integrate income tax planning into estate planning for business owners and wealthy individuals. For more on Steve, see, and for free resources (including over 2,000 pages on planning for owners of private businesses) see  

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