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Wills, Trusts, & Estates Prof Blog
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CLE on Multistate Estate and Gift Planning

By Gerry W. Beyer

Images-4On Tuesday, April 23, 2013, the ABA is hosting a telephone seminar and audio webcast entitled Multistate Estate and Gift Planning. The telephone seminar and webcast is from 12 p.m. to 1 p.m. Eastern.  Topics will include: 

  • Overview of which states have estate or gift taxes
  • Determination of taxes based on domicile, location of assets, and location of beneficiaries
  • How elective shares, bequests to a former spouse, community property, homestead protection, and prenuptial agreements can override estate planning documents
  • State law restrictions on the ability to choose trusts (corporate or individual) executors, and others who will make investment, distribution or administrative decisions
  • Deciding primary jurisdiction and which state’s law applies
  • And more! 

Please click here for more information. 

Posted in:
Conferences & CLE, Estate Planning - Generally, Estate Tax and Gift Tax