CLE on Portability

The American Law Institute Continuing Legal Education (ALI CLE) is presenting a telephone seminar and audio webcast entitled, Portability: An Update for Estate Planners, on Wednesday, March 12, 2014.  Provided below is a description of this event:

Portability is permanent and a game-changer!

The faculty will demonstrate the net-after-tax benefits of using a portability type plan compared to a traditional-type plan, and discuss tax basis adjustment mechanisms that can help your clients maximize income tax benefits.

Topics include:

• tips for incorporating portability into your practice     
• issues related to making the portability election       
• What happens if a timely portability election is missed?        
• new estate planning strategies using portability-type planning vs. traditional planning