22nd Annual Advanced Estate Planning Techniques
Join our distinguished attorney faculty for an insightful analysis and discussion of the latest trends and developments in the practice of estate planning, and adapt your methods to the recent and upcoming changes in the legal environment. Get sophisticated strategies you’ll need to help your clients structure their estates in a manner that will best carry out their wishes. Enroll today!
This is a re-broadcast of the original Webcast delivered by Mr. Lawrence Brody, Mr. Michael P. Downey, Mr. Lawrence P. Katzenstein, Mr. Michael Mulligan and Ms. Kathleen R. Sherby on June 30, 2010. Each speaker will be available to answer questions via email during their presentation time.
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Gain an in-depth understanding of the effects of estate tax repeal and current legislative developments for its reinstatement.
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Make better use of IDITs with practical tips from seasoned attorney faculty.
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Review the most common personal insurance planning mistakes and learn how to prevent and/or correct them.
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Delve into the benefits of lifetime and testamentary charitable giving and allow clients to prudently plan – while helping others.
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Master Chapter 14 rules: learn how they affect planning and explore generation skipping planning so you can advise clients on all their options.
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Safeguard your clients’ estates by understanding fractional and pecuniary amount formulas.
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Protect the person closest to your client by exploring spousal beneficiaries and spousal rollovers of retirement assets.
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Take a detailed look at how a qualified personal residence trust can preserve assets.
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Help your clients carry on their legacies through the use of dynasty trusts.
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Guard your impeccable ethical reputation with guidance on proper conduct in common challenging scenarios.