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CLE on Advanced Estate Planning Updates

CLEThe ALI-ABA will sponsor a 3.5 hour CLE on Jun. 7, 2012 entitled, Advanced Estate Planning Update: Summer 2012. The overview of the course is below:

Why Attend?

You’ll learn about the most important changes in estate planning practice from a nationally renowned faculty, led by Professor Jeffrey N. Pennell.

 Email your questions to the faculty before or during the program. All registrants receive a set of downloadable course materials and free access to the archived online program indefinitely.

What You Will Learn

Participate in this video webcast to stay current on developments and trends affected by important recent legislation, regulations, rulings, and cases.

Some topics discussed:

  • Estate of Kelly and Estate of Stone: Family Limited Partnerships (FLPs) survive attack
  • Estate of Smith: application of §2704
  • Estate of Turner II: Marital deduction issues raised by §2036 inclusion of FLP assets
  • Wandry: Formula gifts without charitable component
  • And more *

 *In order to address the most current issues affecting estate plannners, additional topics to be discussed will be added closer to the date of the program.