CLE on Mastering the Basics of Estate Planning

The ABA Section of Real Property, Trust and Estate Law is sponsoring an annual program entitled Skills Training for Estate Planners at the New York Law School July 11-15, 2011. Covered topics include:

Basic Fundamentals and Substantive Skills Development

• Marital deduction basics
• Charitable deduction planning
• Analyzing inter vivos gifting
• Life insurance planning
• Deferred compensation and employee benefits
• 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
• Fiduciary administration, accounting and the tax aspects of postmortem and other fiduciary administration
• Valuation in practice, including how to select valuation experts
• Software programs and web sites that assist in the analysis of estate assets and facilitate construction of planning models

Developing Ethical Attitudes

• Ethics instruction in practical settings, particularly including representations of spouses and fiduciaries.

To download the registration form, click here.