Estate planners: capitalize on recent tax law developments, including discount planning, basis reporting strategies, and intentionally defective grantor trusts, to get the best result for your clients. Know when--and when not--to use joint trusts and counsel same-sex couples about tax planning after Obergefell.

Watch and learn to:

• Update your same-sex couple clients' documents to get more favorable tax treatment
• Avoid transfer tax using lack of control and lack of marketability discounts
• Navigate the new basis consistency and reporting IRC 1014(f) and 6035
• Plan with intentionally defective grantor trusts
• Identify whether a joint trust is appropriate for your client