CLE for New Estate Planners

The ABA Section of Real Property, Trust and Estate Law is sponsoring the Skills Training for Estate Planners CLE Program July 12-16, 2010 at the New York Law School.

This CLE will cover the following topics:

Basic Fundamentals and Substantive Skills Development:

• Marital deduction basics, including analysis of how much to use the use of disclaimers or partial QTIP elections, funding and fiduciary administration problems
• Charitable deduction planning including use of computer software
• Analyzing inter vivos gifting, both basic and sophisticated transactions such as GRATs and QPRTs, including an analysis of when such techniques make sense
• Life insurance planning, particularly with respect to irrevocable insurance trusts and the practical aspects of product selection, premium financing, and due diligence along with GST considerations
• Deferred compensation and employee benefits, including beneficiary designation alternatives and drafting such designations
• Practical tips on planning with the generation-skipping transfer tax
• Preparing flexible trusts with an eye to the future

Technical Skills Development:

• Tax compliance: hands-on manual preparation to learn how the tax law works and how software can produce errors
• Fiduciary administration and accounting and the tax aspects of postmortem and other fiduciary administration
• Valuation in practice, including how to select valuation experts and analyze their work
• Exposure to software programs and web sites that assist in the analysis of estate assets and facilitate construction of planning models