CLE on Advanced Estate Planning Practice Update: Winter 2018
The American Law Institute is holding a conference entitled: Advanced Estate Planning Practice Update: Winter 2018, which will take place on Tuesday, February 6, 2018, via telephone seminar and audio webcast. Provided below is a description of the event:
Why You Should Attend
Join us in February to see why attorneys across the country tune in for this must-attend program three times a year!
This popular, advanced program covers significant recent developments and how they affect estate planning practice. Featuring a nationally renowned faculty of estate planning lawyers, as well as Professor Jeffrey N. Pennell, this webcast is designed for sophisticated practitioners who need to stay up-to-date on changes in the field!
What You Will Learn
This unique program captures late-breaking important opinions and legislative and regulatory developments, as determined by the faculty at the time of the presentation.
Anticipated topics to be covered include:
Important provisions in the Tax Cuts and Jobs Act
Recent court decisions addressing: conservation easements, removing beneficiaries via decanting, intestate entitlement of a “psychological father,” status of stepchildren, and much more
IRS Notice 2017-73 (request for comments on DAFs)
ILM 201747005 (denial of 642(c); state court modification of government instrument) and 201745012 (deathbed repurchase of remainder interest is a gift)
Revised Priority Guidance Plan
In addition to superb teaching, a favorite feature of past registrants is the comprehensive outline that all registrants get ahead of the program. It provides summaries written by the faculty on every topic discussed during the program, in the order in which it is addressed!
Have a question for the faculty? Send your questions to tsquestions@ali-cle.org. Questions submitted during the program will be answered live by the faculty. In addition, all registrants will receive a set of downloadable course materials to accompany the program.
Who Should Attend
Experienced estate planning attorneys, trust administrators, and financial and tax professionals who provide guidance and strategies for transferring wealth and reducing estate taxes should attend this accredited CLE on advanced estate planning developments from the American Law Institute CLE.