Estate & Tax Planning Considerations for 2021 and Beyond


Presented: March 18th, 2021
KJK’s Kevin Lenhard, Demetrius Robinson and Huntington Private Bank’s Stephanie Kormanec discuss estate and tax planning in 2021.

About this Event

Most estate plans have been designed to minimize estate tax, and a change in the law in 2021 or later means many individuals may need to revise their plans. This year may be the best opportunity for tax planning before a change in the law.

Please join KJK partners Kevin Lenhard and Demetrius Robinson and our guest, Stephanie Kormanec of Huntington Private Bank for a live virtual webinar. They will discuss contemplated changes to:

  • Estate tax exemption
  • Income taxes
  • SALT deductions
  • Basis rules

The panel will also provide suggested planning opportunities and gifting strategies to address the contemplated reforms.