CLE on Estate Planning For Large Estates

The ALI-CLE is sponsoring a CLE that includes a 1-Hour ethics component entitled, Planning Techniques For Large Estates, Wednesday through Friday, April 17-19 at the Montelucia Resort and Spa in Scottsdale, Arizona. Provided below is description of the event:

A summary of the income, estate, and gift tax provisions of the American Taxpayer Relief Act of 2012 will be discussed, as well as the impact on estate planning under the new tax laws.  

Planning for large estates continues to be a technically demanding and dynamic area of practice. The more assets a client has, the more complex their estate plan may need to be, as their assets may be more diversified and therefore face different tax consequences. This course, comprising over 19 hours of instruction, deals with the most sophisticated problems and considerations unique to planning large estates.

Each topic has a lecturer/discussion leader who is responsible for covering the most important aspects of the subject matter and for presenting and discussing the issues and alternative approaches as well as practical planning strategies. The discussions are conducted on a transactional basis, with emphasis on changing factual patterns rather than on bare principles of law or statutory provisions.

Topics include:

• Legislative developments and outlook
• Postmortem estate planning
• Asset protection trust planning
• Charitable planning
• Valuation issues
• Partnerships and S Corporation