The Impact of 2020 on Estate Planning

Date: Tuesday, January 19, 2021
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

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We look forward to offering another in-person meeting of the council. The Cannon Teleconference will be streamed at the country club or you can watch individually from your home or office.

There is a limited amount of IN PERSON attendees for this event. Attendees must pre-register. Virtual attendance is unlimited.

Registration for in-person attendance will close at 5 pm on Thursday, January 14th.  

If you do not feel well, or have been exposed to Covid, we ask that you stay home and attend the live webinar.

Program Description:

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

 

Meeting Protocol Information:

  • All SFEPC members will be required to pre-register. Since spots are limited, please be courteous to other members and cancel your registration if a conflict arises.

  • SFEPC members will be given priority when registering. Guests will be included only if space allows.

  • A plated meal will be served by Minnehaha Country Club staff. Their staff will be masked and is required to complete a daily screening prior to work.

  • Seating will be 4 people per round table.

  • Attendees are required to wear masks when not eating as per the MCC rules.

  • The program will also be offered for you to stream at your home or office. If you are not feeling well, or are not comfortable attending in person, please register to attend the live webinar which begins at NOON. A registration link will be provided to members two days prior to the event. 

Please Note: An inherent risk of exposure to COVID-19 exists in any public place where people are present. COVID-19 is an extremely contagious disease that can lead to severe illness and death. According to the Centers for Disease Control and Prevention, senior citizens and guests with underlying medical conditions are especially vulnerable.

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