Estate Planning Seminars in Las Vegas

The University of Denver’s Graduate Tax Program is sponsoring a five-day seminar series entitled Estate Planning Seminars in Law Vegas on November 2-6, 2009.  The seminars being offered are listed below. 

Estate and Gift Tax Boot Camp

Monday, November 2, 2009; Basic; 8 hours CLE

 

Does it bother you when many estate planners can articulate the whys and wherefores of the various Code sections and you are not quite sure how they interrelate? This course covers the tax principles that are the foundation of estate planning tools.

 

Turbo Charging Estate Planning Tools
Tuesday, November 3, 2009; Intermediate; 8 hours CLE

 

· Estate planning for the married couple with a net worth between $3.5 million and $7 million.

· The will vs. the revocable trust: which one is better and when?

· Why are there only four to five types of primary estate planning trusts, yet there are dozens of names for these estate planning trusts?

· Is there any magic behind an irrevocable life insurance trust?

· Most estate planning clients are entrepreneurs. Speak their language and learn the fundamentals of business valuations.

· While the organizational and operational planning for the tool has become more complicated, the FLP or LLC still remains the cornerstone for higher net worth clients.

 

Modular Approach to Estate or Business Succession Planning
Wednesday, November 4, 2009; Advanced; 8 hours CLE

· Estate planning is not an art?

· Are there only 4-5 primary estate planning trusts?

· QPRTs, GRATs, CRUTs, CLATs, and other four-letter words.

· Can spouses create trusts for each other and avoid the doctrine of reciprocal trusts?

· Berenstein Investments has claimed that the Rolling GRAT is more effective than an IDIT. When and why is this true.

· If your state has poor trust law, why not move the trust to one of the top trust states? Forum shopping for more favorable trust law.

· Make your recommendations to your clients with color graphs: CCH’s View Plan software (participants receive a free 30-day trial copy).

 

The Sizzle to Drafting Irrevocable Trusts
Thursday, November 5, 2009; Advanced; 8 hours CLE

 

· Articles in the Wall Street Journal, Investor’s News, and the Horse’s Mouth have all discussed the benefits of using discretionary dynasty trusts for many, if not most, of your clients. Why is there a great trend toward this incredible tool?

· How to draft an irrevocable trust with the discretionary dynasty provisions.

· How does the settlor, and then later the beneficiaries, have indirect control over the trustee.

· Contrary to many planners’ first thoughts, the generation-skipping transfer tax provisions are generally just a side benefit.

 

Asset Protection Planning for Physicians and High Net Worth Clients
Friday, November 6, 2009; Advanced; 8 hours CLE including 1 hour ethics.

· Planning for clients with net worth of $1 million plus.

· Why is exemption planning many times limited?

· Is a family limited partnership a weak form of asset protection?

· How much better does it get when the FLP is combined with a domestic asset protection trust?

· If I do not live in a domestic APT state, which states or countries should I forum shop?

· Is the offshore asset protection trust still “king” of the asset protection planning tools?

Special thanks to Patrick S. Sylvester (Attorney & Counselor at Law, Sylvester Law Firm, PC) for bringing this to my attention.