CLE on Recent Tax Developments for Estate Planners

The American Law Institute Continuing Legal Education (ALI CLE) is presenting a CLE entitled, Recent Tax Developments for Estate Planners, Wednesday December 10, 2014, 12:30 – 2:00pm Eastern, online and by phone. Here is why you should attend:

Since the passage of the American Taxpayer Relief Act of 2012, plans to minimize estate taxes have been much less important for the majority of Americans. However, higher marginal income tax rates and the “Medicare” tax on net investment income can still negatively affect estates and beneficiaries.

As 2014 draws to a close, what recent tax developments should be considered by estate planners so that they can most effectively assist their clients with wealth management and estate planning? Join veteran estate planners with expertise in taxation issues for an enlightening discussion of caselaw and administrative and legislative changes that affect testators, grantors, and beneficiaries.

What You Will Learn

Fellows of The American College of Trust and Estate Counsel will discuss the most recent cases, rulings, and other federal tax developments that are likely to be of interest to estate planners across the country.

Particularly emphasized will be how practitioners will want to incorporate these developments into the practice to avoid problems and take advantage of opportunities. Any year-end sensitive topics will also command center stage.

Questions submitted during the program will be answered live by the faculty. In addition, all registrants will receive a set of downloadable course materials and free access to the archived online program.